5 Financial

04/06/2026

Our Managing Partner and Head of Advice, Jason Petersen, was invited to speak at the ASX Financial Adviser Day. A national event where leading advisers share how they approach the big questions in wealth management.

Jason joined a panel hosted by Citi to talk about how we use specific financial tools to protect and grow our clients' portfolios.

In plain English? He was explaining how you can use smart agreements to reduce risk, keep your income flowing, and make better decisions about where your money goes. All without taking unnecessary gambles.

It's a proud moment for our team. Being asked to share our approach with the wider industry says a lot about the work happening behind the scenes at 5 Financial every day.

Thanks to Citi and ASX for the invitation!

29/05/2026

The 2026 Federal Budget is the biggest structural shift to investment taxation in decades. Capital gains, negative gearing, and trust distributions all rewritten in a single night.

We've put together a full breakdown of what's changed, what looks more attractive now, and what looks less.

Read the full article on our website:

The 2026 Federal Budget rewrites the rules on capital gains, negative gearing, and family trusts. Here's what our team at 5 Financial is seeing across client structures, and what we think actually matters for your wealth strategy.

26/05/2026

We asked our advisers one question: what do clients wish they'd done 10 years earlier?

Watch and see if you recognise yourself in the answers.

20/05/2026

Almost 1 in 2 Australians will be diagnosed with cancer before they turn 85. That's a reality most of us have already felt.

Last week, our team hosted Australia's Biggest Morning Tea to raise funds for the Cancer Council Australia.

It reminded us why this matters not just as a one-off, but as something we want to keep doing. We're already planning more ways to show up for the causes that matter to our community.

Because doing something, even if it starts with a cuppa, is always worth it. This was just the start.

☕ Learn more or donate: cancercouncil.com.au

15/05/2026

What a wonderful afternoon at Strathfield Golf Club!

Our Women's Golf Clinic brought together an amazing group of women for a day of golf, great food, and even better company.

Professional golfer Mark Reeve led the clinic, and then everyone hit the course for six holes. Most had never played before, and that made it all the more fun.

Thank you to everyone who joined us. Days like these are what it is all about.

12/05/2026

We don't take on everyone who comes to us and that's actually a good thing.

We only work with people when we're genuinely confident we can deliver real value. If we're not the right fit, we'd rather be honest about that upfront.

Have a read through to see what we have to say about it. If you've been wondering whether your finances could be in better shape, we're always happy to chat.

www.5financial.com.au

10/05/2026

Does your financial adviser know what your mortgage broker is doing? At 5 Financial, they're the same team.

07/05/2026

New research from the University of Sydney found that retirees who focus solely on money are most likely to struggle. The ones who do best? Those who stay connected to what they know while building something new.

At 5 Financial, this is how we've always worked. Before we look at a single number, we ask what you actually want from retirement. That question changes everything.
If you're approaching retirement and the only planning you've done is financial, you might be missing the bigger picture. We wrote about why and the questions worth asking now while you still have time.

Read the full article here: www.5financial.com.au/post/retirement-advice-beyond-money-goals

When you're clear financially, life feels better.

Research says money alone won't make a good retirement. We show how 5 Financial starts with goals, not numbers.

06/05/2026

The financial advice industry has a trust problem. Swipe to see what broke it and what to look for in a firm that never lost it.

𝘛𝘩𝘪𝘴 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘩𝘢𝘷𝘦 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘺𝘰𝘶𝘳 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦𝘴, 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘰𝘳 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴. 𝘠𝘰𝘶 𝘴𝘩𝘰𝘶𝘭𝘥 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘵𝘩𝘦 𝘢𝘱𝘱𝘳𝘰𝘱𝘳𝘪𝘢𝘵𝘦𝘯𝘦𝘴𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘢𝘥𝘷𝘪𝘤𝘦 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴 𝘣𝘦𝘧𝘰𝘳𝘦 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯𝘺 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯.

03/05/2026

Twenty years. That’s how long Steve and Kerry Foster have been part of the 5 Financial family.

Jason caught up with them on the Gold Coast last week for lunch. Part review meeting, part birthday celebration for Steve.

Their daughters are now clients too. That’s not something you can manufacture. It just happens when people feel genuinely looked after.

Happy birthday, Steve. Here’s to the next chapter.