The 5 Point Approach To Retirement

Financial planning for every Australian.

5

Steps to a secure retirement

About 5 Point Financial Planning

The 5 Point Approach

The goal of the 5 point approach is to set you up for success at every stage. With smart investment and proper management of that investment over your working life, you will be set up in the best possible position for a comfortable retirement.

Dedicated To Everyone In Australia

Think you can’t afford great financial advice? Think again. We serve every Australian. We are committed to helping working Aussies do better by investing smart for decades.

Age 18-37

Early Start

Early Start

The earlier you start your retirement plan, the better. Our team of advisers are there to assist you as you begin your journey.

Age 38-49

The Sprint

The Sprint

At this stage, most people are at their prime income earning period in life. This is where you can get ahead.

Age 50-59

Big Moves

Big Moves

Now it's crunch time. Serious planning takes shape and your choices here can make a big difference.

Age 60-Retirement

Final Moves

Final Moves

As retirement approaches, we do a deep dive into ensuring a proper transition into your retirement.

Retirement & Get Paid!

Beat Inflation

Beat Inflation

Now all your hard work has paid off and you can enjoy a comfortable retirement!

With A Personal, Expert Touch

Our team of expert advisers and financial analysts have a combined 50 years of experience. We are a team of experts and professionals with one goal – helping you.

Our Blog

We offer expert services that help you save for retirement and ensure that you have enough income to support your lifestyle in your golden years.

Ready to take control of your financial future?

Contact us today to learn more about our expert financial planning services and to schedule a consultation with one of our experienced planners.

Contact information

Get in touch with 5P anytime. Queensland based and operating across Australia.

General Advice Warning
The information contained on this website is not intended to be advice. It is for information purposes only. Where any part of this site is construed to be advice it is General Advice only. It has been prepared without taking into account any individual’s objectives, financial situation or needs. Before any person acts on any information on this website they should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Before making any decision about whether to acquire a product individuals should seek professional advice from their licensed advisor.
Disclaimer
All statements made on this website are made in good faith and we believe they are accurate and reliable. 5 Point Australia Pty Ltd does not give any warranty as to the accuracy, reliability, or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. 5 Point, their directors, employees, and their representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

Copyright: © 2024 5 Point Financial Planning. All Rights Reserved.

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