About Us

The 5 Financial Group offers a range of complete and integrated financial advisory services.

Our focus is to help you clarify, organise and master your financial circumstances with greater precision and certainty so you can comfortably reach your goals.

Find out More

About Why choose 5 Financial Who do we work best with?Testimonials Our history Our team Case studies In the media Work for us

Services

Through the 5 Financial group, you can access a broad range of financial advisory services including wealth management, accounting & tax, finance, and estate planning services.

Find out More

Personal Wealth

Wealth Management Self Managed Super Fund Finance Estate Planning Aged Care Financial Advisory Your Wealth Portal

Advisory & Tax

Virtual CFO and Business Advisory Tax Advisory Tax Compliance Cloud Accounting and Bookkeeping

News & Resources

Interested in more information about a particular subject?

Reports are available here on a number of popular topics. Please complete your details below and indicate which is of interest to you.

Find out More

News & Insights Frequently Asked Questions Useful Information Reports

Contact

LOGIN

Wealth Portal

GET IN TOUCH

Speak to an Adviser

Think we might be a good fit? Let’s chat.

Please supply your details below and we’ll be in touch.

First Name*

Last Name*

Preferred Name

Email Address*

Contact Phone Number*

Best day to contact youBest time to contact youDo you have a partner?

Current age (yours and your partner’s if applicable)A brief summary of the wealth items you own (property, shares, investments, super, cash)A brief summary of what you owe (credit cards, home loan, car loan, investment loan)What is your occupation and how much do you earn each year (before tax), please include your partner’s if applicable.I am interested in:

Wealth ManagementInvestment PlanningSuperannuation SolutionsSelf-Managed Superannuation FundRetirement PlanningInsuranceAged CareTrustsSharesDebt ManagementEstate PlanningTax Planning

How Did You Find UsEnquiry Details*

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Has your question been answered? If not, please drop us a note and we’d be very happy to supply more info. Alternatively, please feel free to call us on 02 9739 6555 and we will be happy to answer your questions or put you in touch with the relevant specialist adviser in the firm.

Subscribe to our Newsletter

Thank you! Your subscription has been received!

Oops! Something went wrong while submitting the form.

5 Financial

AFSL 314889

CBD:
Suite 14.02, Level 14,
55 Market Street,
SYDNEY NSW 2000
Ph: 02 9000 8300

Rhodes:
Suite 2.06, Level 2,
3 Rider Boulevard,
RHODES NSW 2138
Ph: 02 9739 6555
‍

Mail:
PO Box 3162,
RHODES NSW 2138