5 Financial

15/06/2026

Most people start planning for retirement by asking, "Do we have enough?" It's a fair question and one we always answer.

But after a decade of retirement financial planning with Sydney families, Senior Financial Adviser Gillian Witham has found the hardest questions are different ones. What will an ordinary Tuesday look like? What will you keep from work? Who will be around you?

They sound simple, but they quietly reshape the whole plan.

Gillian unpacks all three in her latest article. Worth a read if retirement is on the horizon.

The hardest questions are the ones money can't answer, and they're the ones that decide whether your plan holds. Here are three of them.

11/06/2026

Someone asked our advisers why they actually show up every day. Because knowing who's in your corner matters. Especially when the stakes feel high.

This is our team. And this is why they're here for you.

09/06/2026

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

Most of us spend our days looking down at the same screens, the same routines, the same circles. But growth doesn't happen there.

It happens when you look up. When you ask a different question. When you let someone help you see the full picture.

We have written an article on it. Read it here:

Most of us are too busy looking down. Clarity comes from stepping back, changing your perspective, and looking at the full picture. The same applies to your finances. This post explores why clarity is a habit worth building and why it starts with one conversation.

05/06/2026

What a night.

Vivid from Above brought together some of our favourite people for an evening of drinks, canapés, live music, and amazing views from Level 46.

Thank you to everyone who came along. Your company is what made the night. And to Katie Thorne for the incredible live music.

Nights like these are what it's all about.

04/06/2026

Our Managing Partner and Head of Advice, Jason Petersen, was invited to speak at the ASX Financial Adviser Day. A national event where leading advisers share how they approach the big questions in wealth management.

Jason joined a panel hosted by Citi to talk about how we use specific financial tools to protect and grow our clients' portfolios.

In plain English? He was explaining how you can use smart agreements to reduce risk, keep your income flowing, and make better decisions about where your money goes. All without taking unnecessary gambles.

It's a proud moment for our team. Being asked to share our approach with the wider industry says a lot about the work happening behind the scenes at 5 Financial every day.

Thanks to Citi and ASX for the invitation!

29/05/2026

The 2026 Federal Budget is the biggest structural shift to investment taxation in decades. Capital gains, negative gearing, and trust distributions all rewritten in a single night.

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:

The 2026 Federal Budget rewrites the rules on capital gains, negative gearing, and family trusts. Here's what our team at 5 Financial is seeing across client structures, and what we think actually matters for your wealth strategy.

26/05/2026

We asked our advisers one question: what do clients wish they'd done 10 years earlier?

Watch and see if you recognise yourself in the answers.

20/05/2026

Almost 1 in 2 Australians will be diagnosed with cancer before they turn 85. That's a reality most of us have already felt.

Last week, our team hosted Australia's Biggest Morning Tea to raise funds for the Cancer Council Australia.

It reminded us why this matters not just as a one-off, but as something we want to keep doing. We're already planning more ways to show up for the causes that matter to our community.

Because doing something, even if it starts with a cuppa, is always worth it. This was just the start.

☕ Learn more or donate: cancercouncil.com.au

15/05/2026

What a wonderful afternoon at Strathfield Golf Club!

Our Women's Golf Clinic brought together an amazing group of women for a day of golf, great food, and even better company.

Professional golfer Mark Reeve led the clinic, and then everyone hit the course for six holes. Most had never played before, and that made it all the more fun.

Thank you to everyone who joined us. Days like these are what it is all about.

12/05/2026

We don't take on everyone who comes to us and that's actually a good thing.

We only work with people when we're genuinely confident we can deliver real value. If we're not the right fit, we'd rather be honest about that upfront.

Have a read through to see what we have to say about it. If you've been wondering whether your finances could be in better shape, we're always happy to chat.

www.5financial.com.au