5 Financial - Rhodes, New South Wales

Lisa G.

We have been with 5Financial for just over a year and it has been a year of being able to sleep soundly. When we were looking for a new financial adviser last year it was because we felt constantly worried about our financial wellbeing and plans for the future. Since our first meeting with Jason we have felt a sense of relief and confidence that everything would be under control and well managed - which it is. We have a clear plan both for the present and into the future and the team at 5Financial are to thank for that. If it is peace of mind and a well-managed and holistic financial plan you are after I have no hesitation in recommending 5Financial.

Andrew F.

It’s about time I wrote a review for the team at Five Financial! My partner and I have been working with them for over a decade now.

From the very beginning, they not only helped us articulate our life and financial goals but have also guided and advised us every step of the way.

If you’re looking for sound, well-founded, and objective advice, I highly recommend Five Financial.

Matt H.

With 20 + years history with 5 Financial I feel well equipped to make a comment.
The consistency of message and service has not faltered from our first appointment.
Supported throughout the financial journey with Jason and the team. From financial plans, estate planning to accountancy it has reassuring to have that constant in our corner.

Introducing and referring people has been easy as feedback is always so positive and appreciated.

Elle

Jason, Daniel and team have done so much to give my husband and I the confidence that we can acheive our financial goals, across super, insurance, investments, borrowing and tax advice. We have much greater peace of mind thanks to 5 Financial and would highly recommend them to anyone seeking quality financial advice.

Jane

"Over many years, Jason has guided us to achieve our financial goals and relieve us of financial confusion and stress.

We are impressed with his sound professionalism and deep understanding and up-to-date knowledge of the industry, his patience in educating us and his enthusiasm and determination to help us achieve our identified goals.

We have confidence that all aspects of our financial matters are handled by a most capable and honest team at 5 Financial. They have guided our family to build our financial wealth and peace of mind. J&G”

Adelina L.

I finally feel confident about my financial future after partnering with 5 Financial. Their professional expertise combined with their trustworthy demeanor instantly put my mind at ease. They took the time to understand my goals and created a clear roadmap for both my retirement and long-term financial security. Thanks to their guidance, I now have a solid strategy to build wealth, protect my assets, and enjoy a comfortable retirement. I sleep better knowing my financial future is in expert hands. I highly recommend them to anyone looking to secure their financial future and plan for retirement.

Jonathan W.

My wife and I are very happy with 5 Financial. They have given excellent investment advice, and helped us to map out future plans and the path that can get us there. Good people, pleasure to deal with. Highly recommended.

Paul G.

Have been with the team at 5 for a while now and it’s all moving in the right direction. I just had a loan refinance - most seamless refi I’ve ever done.