5 Financial

When you're clear financially, life feels better.

[5 Financial @5_Financial]

The hardest questions in retirement planning have nothing to do with your balance.

If retirement is on the horizon, these are worth sitting with now.

#RetirementPlanning #FinancialPlannerSydney #SydneyCBD #PreRetirement #RetirementAdvice #WealthManagementSydney #RhodesNSW

[5 Financial @5_Financial]

https://t.co/k2ncN4g8Ze

[5 Financial @5_Financial]

"Clarity rarely comes from thinking harder about the same thing. It comes from stepping back."

We have written an article about it:

[5 Financial @5_Financial]

The 2026 Federal Budget is the biggest structural shift to investment taxation in decades.

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: https://t.co/oGcKMcKhif

[5 Financial @5_Financial]

Last week, our team hosted Australia's Biggest Morning Tea for the Cancer Council. This was just the start ☕

#BiggestMorningTea #CancerCouncil #5Financial #CancerAwareness #RaisingFunds

[5 Financial @5_Financial]

What a day 🏌️‍♀️ Our Women's Golf Clinic at Strathfield Golf Club was one for the books. Golf clinic with Mark Reeve, six holes, drinks and dinner.

[5 Financial @5_Financial]

We have a finance broker in the building. Here's why that changes everything.

[5 Financial @5_Financial]

New research: retirees who focus only on money are the most likely to struggle. The ones who do best plan for purpose, not just savings. We wrote about why goals matter more than your bank balance.

https://t.co/bP9O0sOcu4

[5 Financial @5_Financial]

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.

[5 Financial @5_Financial]

20 years as clients. Their daughters are now clients too. Nobody asked them to do that, that’s just what trust looks like.

Jason caught up with Steve and Kerry Foster on the Gold Coast last week.

#5Financial #FinancialAdviser #WealthManagement

[5 Financial @5_Financial]

720 super members. Seven weeks to sell. Over Christmas. Because of a pop-up window.

TelstraSuper called it "in the best interests of the membership as a whole."
Is your fund working for the membership or for you?

🔗https://t.co/p5Sw6fEszT

[5 Financial @5_Financial]

Your financial review should be about your life, not just your portfolio.
Jason Petersen on the Basis Points podcast, explaining how we run review meetings at 5 Financial. Goals first. Always.

Listen to the full episode here: https://t.co/g8CMnkQ04T

[5 Financial @5_Financial]

Today, we pause.

No advice. No planning. Just a moment to remember.

For the people who gave everything. And the families who carried that weight long after.

Lest we forget.

—The team at 5 Financial

[5 Financial @5_Financial]

Retirement isn’t just a financial decision. It’s one of the biggest life transitions there is.

Helping people is the best part of what we do.

#RetirementPlanning #FinancialAdviser #5Financial

[5 Financial @5_Financial]

In 1988, Matt Farrell started 5 Financial and made one decision he never went back on: no bank ownership, no commissions, no product to push.

Nearly four decades later, still independent. Still salaried. Still in your corner.

#IndependentAdvice #5Financial

[5 Financial @5_Financial]

Most people have an accountant and a financial adviser.

They never talk to each other.

That gap is where tax gets lost. Salary sacrifice, Division 293, timing asset sales.
This is what advice looks like when it's actually connected.

#taxplanning #financialadvice #5financial

[5 Financial @5_Financial]

"I didn't think I'd ever feel calm about money."

One of our clients said that after our first real conversation together.

That's what we do. We help people go from financial fog to financial confidence.

#FinancialPlanning #SydneyFinancialAdviser #PreRetirement

[5 Financial @5_Financial]

Rising oil, rising rates, Middle East conflict. Markets are doing a lot right now.

We asked BetaShares Chief Economist David Bassanese what it all means for investors.

Spoiler: the strategy didn't change. Here's why 👇
https://t.co/fpcKkrDyjz

[5 Financial @5_Financial]

The Easter bunny doesn't stress about his finances. Neither should you.

That's our job. So you can actually enjoy the long weekend.

Happy Easter from the team at 5 Financial. 🌿

#HappyEaster #5Financial

[5 Financial @5_Financial]

8 people. 8 recommendations. One very opinionated book pile. 📚🎧

We asked our team what they're reading and listening to. Here's what came back.

What would you add?