5 Financial

31/08/2026

This photo is 11 years old.

That's Jason on the right, and John and Robyn beside him.

Plenty has changed since. We've been through market falls, recoveries, rule changes and a leadership handover. But some things we've deliberately never let go of.

We still answer the phone ourselves. We still sit down with people properly. Our advisers are salaried, so nobody here has a reason to recommend anything other than what they believe is right for you. And we still only take on clients we're confident we can genuinely help.

Nearly four decades of financial planning, and the thing clients stay for hasn't shifted once. Someone you can trust.

Thank you John and Robyn, for letting us share this one.

30/08/2026

One month ago, Sandy Lui joined us as a Senior Financial Adviser.

We could tell you about her qualifications and how she works with clients, and we will in time. But today we wanted you to get to know the person first.

27/08/2026

"Reinvest the dividends, and let the portfolio do the compounding for you."

Here's the simple version: when a company you own shares in makes a profit, it can choose to share some of that with you. That's called a dividend. It's not guaranteed though; a company can raise it, lower it, or stop it altogether depending on how business is going, so it's worth understanding rather than relying on.

25/08/2026

Your income has gone up over the years. Has your savings rate?

If the honest answer is "not really," you're in very good company. It's called lifestyle creep, and it's sneaky.

The trouble is when money leaves without ever being weighed against the things you say matter most. The answer is a plan that tells you what your money is for.

23/08/2026

Ask our clients what makes 5 Financial different, and most won't mention products or portfolios. They'll talk about the people.

In this reel, Jason shares what he looks for when bringing someone onto the team, and what makes him proudest of the people already here.

20/08/2026

Two loans can look the same on paper until you check the APR.

Here's the thing most people don't realise: the interest rate you see advertised isn't always the full cost. APR includes that rate plus any extra fees the lender charges, so it's the number that shows you what you'll pay over a year.

A clearer way to compare two loans side by side.

20/08/2026

Yesterday the whole team swapped the office for a full day of learning and connecting: our Team Development Day!

We kicked off with a session on working smarter and living better, then a workshop showing us just how much AI can do in the workplace. We wrapped up with a session on health and wellbeing, a great way to end the day.

A big thank you to everyone who made it such a great day for our team.

18/08/2026

Someone recently described their finances as "a drawer full of random stuff."

They came to us at 54, recently separated, with a super balance they had never really looked at and a vague anxiety about whether they'd be okay.

In 90 days, we consolidated her super, restructured her mortgage, built a retirement income plan, and updated their estate planning.

That shift from overwhelmed to in control is the thing we're most proud of.

14/08/2026

Leave it alone for ten years and let compound interest do the rest.

It's something we tell clients, and it's simpler than it sounds.

This is part of our weekly financial term series, where we take one finance word and explain it.

11/08/2026

The first month of the new financial year has passed. Have you thought about what's next for your retirement plan?

In our latest article, Jason Petersen walks through the retirement planning checklist. From knowing what you spend to picturing the life you're retiring to.

The new financial year is a month old. Have you thought about what's next for your retirement plan?