5 Financial

at Suite 2C, Level 2, 9 Blaxland Rd, Rhodes, Sydney , 2138 Australia

1. Company
2. Accountant
3. Mortgage Brokers
4. Financial Planning

We are a complete & integrated financial advisory firm in Sydney offering wealth management (financial planning), tax, estate planning & finance services. When it comes to your finances, we find that most people have the following concerns: 1. Could I be doing more with what I have? 2. Are there opportunities available to me that I'm missing out on? 3. Am I on track to comfortably reach my goals? It is these that we can help you with. We do this by offering a personalised strategy that takes you from where you are now, to where you want to be. As a complete and integrated financial advisory firm, we can take care of your wealth management, tax, finance, superannuation, personal insurance, estate planning and more. This makes us simple and easy to deal with, and it provides you with well-coordinated, efficient financial arrangements. We'd be very happy to assist you in discovering more. To help you determine if we are the right fit for you (and vice versa), we offer a free no obligation initial consultation. Phone 02 9739 6555 to schedule a time at our office in Rhodes, Sydney. Learn more at 5financial.com.au.

Description

We support our clients in defining and achieving their life's goals by providing smart financial advice and a complete and integrated range of financial services. We know the difference it makes to our clients' lives to have their finances well sorted – and to have a plan of action and ongoing guidance to help them make the most of their money in the short and long term. Our business is known as 5 Financial in recognition of the 5 key ways we stand apart in the industry: our transparency; the quality of our relationships with clients; our fully integrated (one-stop) service; the bespoke strategies we develop for each client; and the strong expertise of our team. Because we offer wealth management, tax, finance and estate planning, we can co-ordinate all of our clients' financial affairs, creating an efficient, effective and cost effective outcome. It also reduces the information burden on clients as they no longer have to deal with a whole bunch of separate providers to get their finances sorted. Unlike the vast majority of the industry, we do not have any ownership ties to financial services institutions. We are a 100% Australian owned business, with ownership retained within the practice. Furthermore, our wealth advisory division holds its own Australian Financial Services Licence. This means we are free to explore and research a wide variety of options. All our staff are paid salaries (not commissions), meaning our advice is motivated purely by what will serve the best interests of each client. Our goal is to cut complexity and minimise costs. We strive to create a 'flatter structure' for our clients to reduce the layers of complexity (and expense) common elsewhere in the industry. We love hearing the many success stories achieved by our clients – many of which we share on our website and social media pages. Helping each client to feel clear and confident about their financial situation and prospects is our overarching goal. If you'd like to know more, feel free to contact us via our website, www.5financial.com.au. And please like our Facebook page where we post tons of info to help keep people inspired and informed! Thanks for reading!

Opening time

• Mondays: 08:30- 17:00
• Tuesdays: 08:30- 17:00
• Wednesdays: 08:30- 17:00
• Thursdays: 08:30- 17:00
• Fridays: 08:30- 17:00

Company Rating

336 FB users likes 5 Financial, set it to 111 position in Likes Rating for Sydney, Australia in Company category

Summary

5 Financial is Sydney based place and this enity listed in Accountant category. Located at Suite 2C, Level 2, 9 Blaxland Rd, Rhodes NSW 2138. Contact phone number of 5 Financial: 02 9739 6555