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|

Life without a crystal ball.

Markets go up. Markets go down. And so it continues. If only we could predict with absolute precision and certainty, when market upturns and downturns would take place. But of course that’s impossible. Without a crystal ball at your disposal, trying to ‘time the market’ to capitalise on the best days and avoid the worst [...]

2018-01-22T08:14:25+00:00 September 30th, 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|

How we come up with the investment recommendations we make to you.

At 5 Financial, we are owned by people who work in our practice - not a bank or financial institution.  Our Investment Committee looks carefully at a wide range of investment options drawn from across the market. This committee is made up of our senior wealth management advisers and it meets monthly. It researches emerging offerings [...]

2018-01-22T08:14:30+00:00 March 3rd, 2016|

Is it product or advice?

Imagine for a moment you’re in the market for a new car. You head into Brand X dealership and the salesperson shows you their range. Perhaps fuel economy is something that really matters to you. And maybe for the type of car you’re looking at, a different brand – let’s call it Brand Y – [...]

2018-01-22T08:14:30+00:00 March 1st, 2016|

Discipline and patience are rewarded in the long run.

With concerns about China’s economic slowdown and the drop in global oil prices, 2016 has had a bumpy start in the financial markets. Tim Buckley, chief investment officer at Vanguard, says the volatility has been expected for some time. “We just came off a long stretch of remarkably tame markets, so the sudden surge in [...]

2018-01-22T08:14:31+00:00 January 21st, 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|

How we deliver value to you.

Here's a good article that captures just some of the ways you'll benefit by working with us. In short, we help you by: Creating a clear and motivating plan of action that's personalised to you and your circumstances Educating you about options that are available to you (that you may not have realised were possible) Assisting you in [...]

2018-01-22T08:14:31+00:00 December 22nd, 2015|