5 Financial has been providing a broad range of expert financial services since 1988. And we frequently receive feedback that shows us that what we offer is truly special in the marketplace.

As an independently-owned advisory practice, we are not limited in the range of financial products or options we recommend – all advice is driven entirely by what will serve your best interests.

Our recommendations are determined by your individual circumstances and goals. There is no ‘one size fits all’ approach that you may find elsewhere. And because we offer a range of services (including wealth management, tax, finance, self-managed super funds, estate planning and more), we can coordinate each aspect, giving you a more effective outcome, with less running around.

The people who work for 5 Financial are highly skilled and experienced in their area of speciality. Our advisers hold industry-leading qualifications and have many years of expertise in crafting personalised strategies for clients. Each devotes significant time to professional development, as well as researching market trends and emerging opportunities.

We believe our knowledge of effective strategies you can use to grow and protect your wealth is second to none. Our experience shows that it is the structure in which your wealth is organised that can make all the difference to your ability to achieve your lifetime financial goals.

Services include:

• Wealth Management
• Tax & Accounting
• Self Manage Super Fund
• Finance
• Estate Planning