Jason Petersen on Switzer TV

This week, Jason Petersen, our Head of Wealth Management, was interviewed by Peter Switzer on Switzer TV. With interest rates on term deposits and bonds so low, the topic of their conversation was, "How do you find reliable income streams?" Jason spoke about a range of strategies used by 5 Financial. This includes equity investing which [...]

2018-01-22T08:14:23+00:00 December 13th, 2017|

Options for a young couple

Jason Petersen, our Head of Wealth Management, was recently asked to write for the 'Ask the Experts' section in Money Magazine®. (This is Jason's seventh appearance in Money Magazine in the past 19 months.) Featured in the November 2017 edition, the article consists of a case study about a young couple weighing up what they [...]

2018-01-22T08:14:23+00:00 December 5th, 2017|

The beauty of investing in index funds

Back in 2007, Warren Buffett – one of the world’s most successful investors – waged a bet that over 10 years, an S&P 500 index fund would outperform ten hedge funds of the taker's choice. The sum to be invested was $1 million, with the proceeds going to charity. The bet was taken up by Protégé [...]

2018-01-22T08:14:24+00:00 December 12th, 2016|

Another appearance in ‘Ask the Experts’

For the third time since April, our Head of Wealth Management - Jason Petersen - has featured in Money Magazine. In the August 2016 edition, Jason was asked to contribute to the magazine's 'Ask the Experts' section. Jason was asked to answer questions posed by Shannon and Glen Handley, a couple in their thirties with two young children. [...]

2018-01-22T08:14:25+00:00 September 8th, 2016|

Jason features in Money Magazine (again).

Once again, our Head of Wealth Management, Jason Petersen, has had his expertise recognised in being asked to contribute an article to Money Magazine. As part of the cover story for the June 2016 edition on the topic of 'How to make $50K in 5 years', Jason was asked to respond to how a young couple [...]

2018-01-22T08:14:26+00:00 June 14th, 2016|

Jason & James featured in Money Magazine.

It's fantastic to see our financial advisers, Jason Petersen and James Sheehan, featured in the 'Ask the Experts' section of Money Magazine on the subject of 'Best place for spare cash'! You can find Jason and James' articles in the April 2016 edition on sale now. Congrats guys on this acknowledgment of your skills! Head to [...]

2018-01-22T08:14:30+00:00 April 10th, 2016|

Instalment warrants over ETFs

Exchange Traded Funds (ETFs) are a type of managed fund that’s listed on an exchange. They feature both growth assets such as shares and defensive assets such as bonds. Instalment warrants are a loan structure with an additional level of investor protection. They allow an investor to increase their exposure to the growth assets. “We’ve [...]

2018-01-22T08:14:31+00:00 January 15th, 2016|

Exchange Traded Funds (ETFs)

At 5 Financial we stay ahead by always looking for newer and better ways of doing things. A good example is some years ago we identified that Exchange Traded Funds (ETFs) could provide us with a method to invest our clients’ money in a more cost effective way than other alternatives available at the time. [...]

2018-01-22T08:14:36+00:00 July 26th, 2013|

ETFs – the new kid on the investment block

While you may not have heard of them before, you’re likely to be hearing more about Exchange Traded Funds (ETFs) in the near future. ETFs are now regarded as one of the fastest growing investment products in the world as they offer investors a simple and cost effective way to diversify their investment portfolios. So [...]

2018-01-22T08:14:37+00:00 April 23rd, 2012|