Our wealth management team approach

As a boutique financial advisory practice, members of our wealth management team liaise closely to develop highly effective, integrated and customised financial solutions for you.

Led by Jason Petersen, our team includes financial advisers, client services managers, and specialists in implementation, finance and insurance.

As a boutique financial advisory practice, members of our wealth management team liaise closely to develop highly effective, integrated and customised financial solutions for you.

Led by Jason Petersen, our team includes financial advisers, client services managers, and specialists in implementation, finance and insurance.

Jason oversees the wealth management strategies that are developed for you. Together with other members of the team, potential strategies are discussed to identify the course of action we recommend you take.

By mentoring our team on a daily basis, Jason shares his considerable technical expertise and experience, and in doing so, continues to build strong capability within our practice. All staff also actively acquire additional skills and knowledge through regular professional development.

Our mission is to act as your guide to help you become clear and confident financially. We find our team approach is the best way we can create a world class experience for you.

All members of our wealth management team share a common dedication and passion for helping you make the most of your financial situation so you can achieve all your goals.

Find out more how 5 Financial can help you make material improvements to your financial arrangements so you can get ahead sooner. Contact us today to learn more.