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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|

Christmas holiday closure dates

Hi everyone, Just a note to say 5 Financial will close for the Christmas break from Friday 22 December to 1 January (inclusive). We open our doors again on Tuesday 2 January 2018. In the meantime, we take this opportunity to thank all of our clients (we love working with you!) and we wish each [...]

2018-01-22T08:14:23+00:00 November 27th, 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|

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|

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|

The US election & market implications

The surprise election of Donald Trump in last week's presidential election created some market wobbles, and naturally many people have been concerned about the impact on their portfolios. Vanguard has published a response, based on an analysis of decades of historical data. It shows that presidential elections typically don't have a long-term effect on market [...]

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