5Financial
55 Market Street, Sydney NSW
55 Market Street, Sydney NSW
5 Financial is a leading provider of financial services for individuals and businesses.
When you work with us, we become part of your team. We offer sound, practical advice that’s tailored to your specific needs and goals and we do whatever we can to help you achieve them.
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What do you love most about your job?
Helping people becoming clearer about what's really important to them. This process involved identifying their top values in life, and then linking their specific goals to these values. I love turning financial messiness into clean, efficient structure!
What inspired you to start your own business?
Although I did not start 5 Financial, we are an ever evolving firm, and I love the fact that our business is open to improvement. Never settle, always look for ways to do things better. This ultimately benefits our clients.
Why should our clients choose you?
Although I am technically extremely sound when it comes to anything related to financial planning, I know how to connect with people, explain complex things in a simple manner, and turn something that initially feels intimating, into something that is fun and empowering.
Can you provide your services online or remotely? If so, please add details.
Yes. We have 2 offices, in Rhodes and in the city, but can also offer our services online if that's your preference.
What changes have you made to keep your customers safe from Covid-19?
We have specialist cleaning services for our offices, and place a very high premium on hygiene in the office.
Cash flow management
Through the use of sophisticated software, we help you to understand where you are spending your money and more importantly, set you up with a cash flow management system that will get you in control of your money.
Retirement planning
Retirement is not only about having enough money. It is also about planning for a retirement where you are still living a fulfilled life. We will help you build a plan that that caters for both.
Investment planning
We will educate you on how the markets work, and help you with an investment strategy that takes into consideration your specific goals, as well as your comfort levels when it comes to risk
Debt management
Debt management is not only about being smart about how you pay off your debt, but also being smart about how you use debt for wealth creation purposes. We can assist you with a debt plan that takes both into consideration.
We are also a licensed credit provider, so we can make sure that your loans are set up in such a way that it supports your planning best.
Risk planning
Even the best financial plan can come unstuck if an unforeseen event happens. Not earning an income for a period of time, or worse, forever, can have a catastrophic effect on your financial planning. We will help you understand which risks you can avoid/manage yourself, and which risk you need to protect yourself against.
SMSF (Self Managed Super Fund)
In certain instances, a SMSF would be an appropriate vehicle to build your wealth for retirement. We will educate you and ascertain if a SMSF is appropriate for you.
Estate Planning
No one likes to think of their eventual demise, but when it comes to the legacy you leave, making sure that the right amounts flow to the right people at the right time is important. We will refer you to our estate planning specialist to take care of this part of your planning, knowing that your affairs are in order.
