As a result of following Jason’s advice, we’ve been able to reach several of our goals a few years sooner than we’d expected – including retiring! We’re very happy to recommend 5 Financial, and have already done so.
Our financial plan is a powerful tool. It helps us visualise how everything fits together and where it will lead us. We’ve also valued the tax benefits it’s created – opportunities we’d have not known about on our own.
Since becoming a client of 5 Financial in 2013 I feel a greater sense of confidence and safety for my financial future. Jason has, with patience, encouraged me to understand my investments and how they work in my particular situation. With Jason’s encouragement I have nearly completed one of my life goals of traveling solo for 12 months. Finished 9 months in Europe, now the east coast of Australia.
Once again we came away from our annual review meeting with renewed enthusiasm that our financial future is well and truly on track to happiness. Nice job 5 Financial.
Jason has inspired us to think more broadly than we probably would have on our own. It’s made us realise we’re not boxed in and that we have more options than we realised. Going with 5 Financial has been a good decision and we find we are in a better position for having done so.
5 Financial are professional, reassuring, competent, approachable and FUN. Their explanations are clear, even for those who are financially illiterate. 5 Financial aims to relieve financial stress and leave you to enjoy life. 5 Financial makes me money!
I came to 5 Financial after finding my super fund had fallen short on several occasions and was very worried re my future. After my first interview I was smiling and have continued to do so. I have recommended 5 Financial to all my friends.
I’ve been with 5 Financial since 1997. The team listens to your goals, provides clear options, has a long-term approach, is always available, and brings confidence and trust to investments. I have no hesitation in recommending 5 Financial.
We have found the staff at 5 Financial to be very professional and friendly and they have always been ready to attend to any matters we have raised.
We have been with 5 Financial for 8 years approximately and they have improved our financial structure well beyond expectations. We are in a position to move forward into retirement with confidence solely due to the endeavours of 5 Financial.