Wealth management

/Wealth management

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 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|

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|

Feedback from our client survey.

During August/September 2016, 184 of our wealth management clients were invited to take part in a Client Experience Survey by the Beddoes Institute, an independent research firm. These clients comprised those whose primary financial adviser is either Jason Petersen or James Sheehan. Of the 184 contacted, 95 people took part – a fantastic 51.6 % [...]

2018-01-22T08:14:24+00:00 October 13th, 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|