Financial Planning

/Financial Planning

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 Experts’.

Once again Jason Petersen - our Head of Wealth Management - has been invited to contribute to Money Magazine's 'Ask the Experts' column, this time in the February 2017 edition. This column takes a real-life case study and presents it to a couple of industry experts for their take on how the person might choose [...]

2018-01-22T08:14:24+00:00 March 15th, 2017|

New payment option with Macquarie

This post will be of interest to our clients with Macquarie Cash Management Accounts (CMA). In the past, if you needed to authorise a payment (say to yourself, or the ATO or ASIC for example) that you wanted us to arrange on your behalf, you needed to print out and sign a form, scan it, [...]

2018-01-22T08:14:24+00:00 December 2nd, 2016|

So you’ve got your financial plan. What happens next?

  As a client of 5 Financial, your adviser has now presented you with your customised financial plan that addresses the key areas of concern you raised in your initial briefing. It also captures a ‘financial snapshot’ of where you stand right now, and the steps we recommend you take to enable you to achieve each [...]

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

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|

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|

Jason progresses as a Finalist in Adviser of the Year awards.

We are absolutely delighted to announce that Jason Petersen - our Head of Wealth Management - has progressed to the final stage of the judging process for the 2016 Adviser of the Year Award! Today we have learned that Jason is now a Finalist – one of just three contenders – in the prestigious awards [...]

2018-01-22T08:14:25+00:00 September 12th, 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|

Let’s talk about trust.

Last year, my wife Anne and I sat in on a group discussion at a business building seminar. There were about a dozen other business owners around the table from all types of industries. Event managers, business coaches, naturopaths, personal trainers and more. We were discussing how we could each improve the messaging and brand [...]

2018-01-22T08:14:26+00:00 June 9th, 2016|