Our Story

About
QuarterFive

Guided by mastery, connection, appreciation, and legacy, QuarterFive is an advisory firm providing comprehensive financial services to high-wealth families.

a lake house sits beneath a grand view of snow capped mountains and a dark green forest

Empowering Your Financial Legacy

QuarterFive exists to help families build and protect their financial legacy. We provide the tools, programs and expertise to maximise wealth’s potential, ensuring it supports both current aspirations and future generations.

three members of the quarter five team dressed in suits looking at the camera

A boutique consultancy dedicated to managing the complexities of family wealth with precision.

We do this by bringing families together: your team and ours, to help navigate important conversations and the complexities of wealth, across all disciplines.

Who we are

Our Mission and Values.

Commitment to Excellence

We are dedicated to achieving mastery in all aspects of wealth management. By embracing a mindset of accountability and transparency, we ensure that our clients receive the most informed and effective guidance.

Building Strong Relationships

Connection is at the heart of everything we do at QuarterFive. We strive to build a strong sense of community, both within our team and with our clients, fostering trust and collaboration.

Nurturing a Culture of Gratitude

Appreciation drives our commitment to exceptional service and relationships. We recognise the importance of every client’s trust and strive to honor it through diligent and proactive service.

The Future is in Play: Your Partner in Family Wealth Management

By bringing families together with our expert team, we facilitate important conversations and navigate the complexities of wealth across key disciplines.

view of a long road in the dessert looking a large dark mountains the landscape is dry and orange

Meet our team of experts

Adam
Morse

Stretegic Wealth Management & Family Governance

John McCarthy

Bespoke Investment Strategy

Ryan Williams

Estate & Succession Planning