Home : What You Can Expect : Are We The Right Fit?

Are we the right fit?

Over the years, we’ve amassed substantial expertise in developing effective financial strategies for our clients and helping them to see their goals come to life.

All of our advisers are highly qualified and attend a substantial number of continuing professional development seminars to continue to hone their skills, and to grow their knowledge of emerging financial products that can benefit our clients.

We’ve identified that the clients who benefit most from the strategies and services we offer generally have a household income of at least $150,000 p.a. They are also motivated to make real improvements in the manner in which their money is managed, and are willing to partner with us to create and implement the strategies they need to in order to attain their goals.

We enjoy many long term, mutually rewarding working relationships with our clients – and we are as pleased as they are to see their financial objectives come to fruition.

So if you are earning $150,000 p.a. or more, and are comfortable delegating management of your financial affairs to a trusted adviser, Five Pillars can deliver many benefits to you.

Please note that past performance is not a reliable indicator of future performance. The information contained in this website is of a general nature only. We strongly recommend you seek advice specific to your goals and circumstances before taking any action.

Share |

What Our Clients Say

"A real highlight of our Five Pillars experience has been Jason's presentations of relevant financial planning strategies for us"

C & L W

Finance Manager, Oyster Bay
Click for more testimonials

"Five Pillars Financial Planning has provided us with direction and purpose in trying to achieve our financial goals. Their strategies have created real growth in our finances, and the clarity and professionalism of their advice has made our wealth creation pathway easy to understand. And all done in a friendly and co-operative manner which makes life a lot easier for us!"

Architect, Hornsby Heights
Click for more testimonials

“We decided that we needed to get advice on how to better develop our retirement plans and make smarter use of the legislation to enhance our superannuation benefits. We selected Five Pillars for this advice because they were looking after a number of senior managers at my work who were happy with their advice and the results being achieved."

Engineer, Drummoyne
Click for more testimonials

“I found Five Pillars at a time when I did not have a plan, I did not have an advisor and I did not understand what my choices were to look after myself financially. Jason and the team were very, very helpful. They gave me clear options of what I could do then and that ultimately there would come a time when life would get easier. Now 5 years later I am confident that I have a plan that works for me, I have advisors I trust and financial investments which mean I will be able to look after myself when I stop working."

General Manager, Darlinghurst
Click for more testimonials

“With Five Pillars we have a plan to actually achieve our goals instead of just dreaming about them. Their in depth goal setting and fact finding process clarified our goals precisely, and that meant that our plan was built with a clear path towards accomplishment.”

General Manager, Mortlake
Click for more testimonials

"Fabulous Customer Service"
I was reliving the experience of my Financial Planners at Five Pillars Financial Planning to Sarah, when she suggest that I should blog about it.

Business Director, Castle Hill
Click for more testimonials

Home Financial Planning What to Expect Case Studies Client Testimonials News About Us Contact Us