Financial planning Sydney

/Financial planning Sydney

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|

Paperwork – simplified!

For clients of 5 Financial, we’re always on the lookout for ways to help make managing your financial world easier. Most now use our wealth portal (MyProsperity) as a way of keeping track of their finances, and are enjoying doing so. We’ve recently begun using a new feature available within MyProsperity – that is, the [...]

2018-01-22T08:14:23+00:00 November 15th, 2017|

Drowning out the noise.

Everyday we are each subjected to a barrage of 'noise' about the state of the market. The ups and downs of different sectors gets daily airplay.  And it's easy to feel edgy about whether there's something you should be doing or changing in response to that. Our philosophy is to encourage our clients to tune [...]

2018-01-22T08:14:23+00:00 July 29th, 2017|

Most Trusted Advisers Network

From its website, "The Most Trusted Adviser Network lists some of the best financial advisers in Australia, as rated by their clients." We are delighted that Jason Petersen, our Head of Wealth Management, has been selected in this elite group. Here's some info from the website: "The Most Trusted Adviser Network website is a completely independent initiative [...]

2018-01-22T08:14:23+00:00 June 21st, 2017|

Jason in Money Mag’s ‘Ask the Expert’

Our Head of Wealth Management, Jason Petersen, features in May 2017's Money Magazine's 'Ask the Experts' article. This time Jason writes his recommendations for Michele Mossop who's weighing up the pros and cons of selling her Sydney apartment to unlock some capital, or staying put and taking out a reverse mortgage. Jason touches on issues [...]

2018-01-22T08:14:23+00:00 May 15th, 2017|

Q&A with 5 Financial’s Founder.

Recently I was interviewed for an upcoming industry publication and thought our clients might be interested. Here's how it went: What is the most exciting/rewarding part of working in the financial planning sector? There are many exciting and rewarding aspects to what we do. This is best summed up in the change we see in our clients’ attitude [...]

2018-01-22T08:14:24+00:00 November 21st, 2016|

Aged Pension changes from 1 January.

As 2016 gallops to a close, it may feel like the changes to the Asset Test for the Aged Pension have just been drawn up. These changes were, however, announced in the 2015 Federal Budget. So who's affected and what does it mean? If you are over 65 and in receipt of a full or [...]

2018-01-22T08:14:24+00:00 October 28th, 2016|

Using technology to make life simpler for our clients

Many of our clients are making great use of 'Your Wealth Portal', powered by the myprosperity platform. This online tool makes it easy to keep on top of your finances by providing up-to-date data on your credit cards, bank accounts, home loans, investments, property, super and more. We've been very impressed with the platform to date, and [...]

2018-01-22T08:14:24+00:00 October 27th, 2016|

Adviser of the Year Award announcement by AFA & Zurich.

Yesterday, the Association of Financial Advisers (AFA) and Zurich issued the following media release. (We are especially proud of our Jason Petersen, named as a 2016 Grand Finalist for the Adviser of the Year Award.) MEDIA RELEASE  AFA and Zurich announces Adviser of the Year and Practice of the Year Grand Finalists.   SYDNEY: 13th September 2016 [...]

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