5 Financial 3 Rider Boulevard, Rhodes, New South Wales 2138
About the Business
Welcome to 5 Financial, your trusted partner in financial advisory services in Australia. Located at Rhodes, Rider Boulevard, 3, our institution offers a comprehensive range of services including accounting, establishment, finance, lawyer, and point of interest.
At 5 Financial, our primary focus is to help you gain clarity and mastery over your financial circumstances, enabling you to comfortably reach your goals with precision and certainty. We offer a complete and integrated range of financial advisory services, including wealth management, accounting & tax, finance, and estate planning.
Whether you want to feel clear and confident financially or need assistance in achieving your personal and business goals, our team of experts is here to guide you every step of the way. With two convenient locations in Sydney's CBD and Inner West, we are easily accessible for all your financial needs.
Our certified and experienced accountants provide personalized and professional advice to ensure you are on top of your taxes, both for yourself and your business. We strive to minimize stress and maximize tax effectiveness, allowing you to focus on what matters most.
Considering a Self-Managed Super Fund (SMSF)? Our financial advisors will provide guidance on the establishment and ongoing growth of your SMSF, helping you make informed decisions that can offer significant benefits based on your unique circumstances.
For businesses at any stage, our expert advisors offer personalized and effective advice to propel your business forward. From growth to sale, we are dedicated to helping you make the right decisions for your business's success.
When it comes to finance solutions, our financial experts will assist you in finding and choosing the right loan tailored to your goals and circumstances. We aim to simplify the process, making it as seamless as possible for you.
Thinking about retirement? Our financial advisors will help you grow, manage, and protect your wealth, ensuring you can live comfortably now and pursue your dreams for the future. Book a complimentary consultation to learn how we can turn your financial goals into a reality.
At 5 Financial, we understand the importance of planning for the future and taking advantage of opportunities in the present. Whether it's investing in iron ore, navigating the rising cost of living, or preparing for marriage, our experienced team is here to provide the guidance and solutions you need.
Contact us today to arrange a meeting at either of our Sydney locations: CBD - Suite 14.02, Level 14, 55 Market Street, Sydney NSW 2000 (Ph: 02 9000 8300) or Rhodes - Suite 2.06, Level 2, 3 Rider Boulevard, Rhodes NSW 2138 (Ph: 02 9739 6555). Let us help you achieve financial success and secure your future.
Photos
Location & Phone number
3 Rider Boulevard, Rhodes, New South Wales 2138, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a client of 5 Financial for 11 years now and without their advice and assistance I would not be in my current financially secure position. It was the best decision I have ever made. The advisers take a personal interest in their clients, unlike some superannuation companies, and work with you to achieve your individual goals. II highly recommend 5 Financial."
"As an update to this review, I'd like to wholeheartedly endorse 5 Financial for their assistance in providing both financial advice and sourcing financing for our new home. The whole process was seamless and Matt and the team kept us in the loop, communicating and following up with us on a regular basis. The hardest aspect with the purchase process has been physically moving. Everything else was made super easy due to the professionalism of the 5 Financial team. Thank you guys!! Can’t endorse 5 Financial highly enough. Good people, great ethics and very trustworthy. Wouldn’t be anywhere else."
"Our biggest regret with 5 Financial is that we didn't start our relationship with them years earlier! The amazing people at this wonderful company have changed our lives. We feel secure with our financial future, and sincerely feel that we are dealing with people who truly care about us. We have had to deal with significant challenges over the years, and the team at 5 Financial have been there with us every step of the way - providing invaluable support and advice. We have never had to listen to a recorded message - there is always someone on the other end of the line that is able to help us any time that we have had any questions about anything at all. We would not be living the life that we are currently if it were not for 5 Financial. The main feeling that we have for the team at 5 Financial is extreme gratitude. Would I recommend them to anyone else? Absolutely - and with no hesitation! Bruce and Ali."
"We have been with 5 Financial for about 18 years. During this time we have seen our investments grow under their guidance. We have now moved to a more conservative investment strategy, but they still tweak our portfolio to maximise our return. The team are great to deal with and so enthusiastic about financial matters and on top of all financial changes be they government or financial products."
"I have used 5 Financials on both a personal and business level!!! Matt helped us find a great rate for our home loan and could not fault him! Sebastian has helped us from the initial stage of our business start up all the way through answering all my questions and being overall amazing! Highly recommend 5 Financial for all your financial needs!!"
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