5 Financial jobs and careers

About 5 Financial

5 Financial is a Sydney-based wealth management firm founded in 1988 by Matt Farrell. The firm partners with successful professionals and families to deliver personalised financial advice across wealth management, tax, finance, and estate planning. All under one roof. What sets 5 Financial apart is the integration of services that most firms split across multiple providers. Clients work with one team for strategic wealth advice, tax planning, and financing, which removes the friction of coordinating between separate advisers and accountants. The result is advice that's cohesive, efficient, and built around each client's full financial picture. The firm operates on a clear benchmark: if they can't deliver at least double the value of their fee, they're not the right fit. This principle shapes who they work with and how they advise, every engagement is assessed against the value it creates. 5 Financial's approach is grounded in the Five Pillars of Financial Independence, a framework developed by the firm's advisers in the early 2000s: live within your means, establish a cash reserve, manage risks, reduce non-deductible debt, and invest for retirement. This philosophy continues to guide the strategic planning process for every client. The business has grown almost entirely through client referrals and word of mouth, and today manages close to half a billion dollars in investable wealth (excluding clients' homes). Many client relationships span decades, and the firm is proudly family-owned. In 2025, Jason Petersen (who joined as the firm's first adviser over 20 years ago) stepped into the role of Managing Partner, marking a thoughtful transition from founder-led to next-generation leadership. Matt Farrell remains as Founder. 5 Financial operates from offices in Rhodes and Sydney CBD.