We partner with successful professionals and families, offering smart, personalised advice
to help them grow, protect, and enjoy their wealth now and in the future We support our clients in defining and achieving their life's goals by providing smart financial advice and a complete and integrated range of financial services. We know the difference it makes to our clients' lives to have their fina
nces well sorted – and to have a plan of action and ongoing guidance to help them make the most of their money in the short and long term. Our business is known as 5 Financial in recognition of the 5 key ways we stand apart in the industry: our transparency; the quality of our relationships with clients; our fully integrated (one-stop) service; the bespoke strategies we develop for each client; and the strong expertise of our team. Because we offer wealth management, tax, finance and estate planning, we can co-ordinate all of our clients' financial affairs, creating an efficient, effective and cost effective outcome. It also reduces the information burden on clients as they no longer have to deal with a whole bunch of separate providers to get their finances sorted. Unlike the vast majority of the industry, we do not have any ownership ties to financial services institutions. We are a 100% Australian owned business, with ownership retained within the practice. Furthermore, our wealth advisory division holds its own Australian Financial Services Licence. This means we are free to explore and research a wide variety of options. All our staff are paid salaries (not commissions), meaning our advice is motivated purely by what will serve the best interests of each client. We strive to create a 'flatter structure' for our clients to reduce the layers of complexity (and expense) common elsewhere in the industry. We love hearing the many success stories achieved by our clients – many of which we share on our website and social media pages. Helping each client to feel clear and confident about their financial situation and prospects is our overarching goal. If you'd like to know more, feel free to contact us via our website, www.5financial.com.au. And please like our page where we post tons of info to help keep people inspired and informed!
