Develop your own personalised
Financial and Lifestyle Goals
Build Wealth Faster, Retire Financially Independent, Protect Your Family/Wealth with Insurance
build a plan to meet them and help you to stay on track
INVESTMENTS
Actively manage investment portfolios for superannuation and/or personal investment.
SUPERANNUATION
Ensure appropriate structure and level of contributions.
PERSONAL INSURANCE
Right level of risk protection considering your current income, debts, income requirements for your family and mortgage.
DEBT
Regularly review your debt strategies to ensure they are structured correctly and interest rates/terms are competitive.
ESTATE PLANNING
Ensure your assets will pass to your beneficiaries in a tax efficient and timely manner.
CASH FLOW
Provide structure and transparency to managing your monthly cash flow.
Clayton Financial Planners is a Corporate Authorised Representative of Australian Unity Personal Financial Services
ABN 26 098 725 145 AFS Licence No. 234459 – 271 Spring Street, Melbourne, VIC 3000.
Our Knowledge Centre
Latest Articles
Vanessa Stoykov: 5 questions that could save you thousands
Vanessa Stoykov is a renowned Australian money educator. In this special financial education piece, Vanessa shares five simple questions worth asking yourself that could very well save you thousands.
Jargon buster: Personal insurance edition
In the finance industry, there can be a considerable amount of jargon. In this article, we help clarify some of the commonly used jargon within the personal insurance space.
SMSFs: Individual trustee vs. corporate trustee
At 30 June 2021, 65% of all SMSFs had a corporate trustee structure—instead of an individual trustee structure. In this article, we discuss SMSF trustee responsibility, eligibility, and structure types.
The 2021 HILDA Survey: Retirement trends
The Household, Income and Labour Dynamics in Australia (HILDA) Survey collects information on many aspects of life. In this article, we explore retirement trends highlighted in the 2021 HILDA Survey.
Budget Planner Calculator
This is a comprehensive, yet easy to use, budget planner. You can input your income and expenses including rates, phone, insurance, super, loans and leisure, on a weekly, fortnightly, monthly or annual basis. You get provided with a summary report.
Build Knowledge with Modules
Where your wealth comes from
Your money personality
Your beliefs on money
Building your team
Cashflow and compounding
Debt management
Investments
Superannuation
Insurance planning
Tax and structures
Estate planning
Self-managed super funds
Latest Videos
ABC News: Home loans and interest rate considerations
On 1 February 2022, the RBA made the decision to maintain the cash rate target at 10 basis points. In this ABC News video, Alan Kohler discusses his thoughts on home loans and interest rates.
Small business CGT concessions
If you are considering the sale of business assets, you may be eligible for CGT concessions, which could help with any associated capital gain. In this animation, we illustrate small business CGT concessions.
Working remotely: Productivity and wellbeing tips
The increase in remote working is likely here to stay—one way (fully remote) or another (hybrid). In this video, there are tips on how to work remotely without having productivity or wellbeing suffer.
Contact Us
Or use the contact form below or
call us on (02) 9411 1944
Our Location
Our main office is located in Chatswood and we also have meeting rooms available in the Sydney CBD.
SYDNEY: Aurora Place – Australian Unity – Level 6 – 88 Phillip Street – Sydney NSW 2000
CHATSWOOD: Suite 14, Level 10, 809-811 Pacific Highway – Chatswood NSW 2067
At our Chatswood offices, we have ample visitor parking in our building. To access, drive into car park driveway off Brown Street and buzz “14”. Once inside the car park, find a spare car space that has “Visitor Parking” on the ground. Please note that level 6 (2 levels down) has a whole floor of visitor parking. Then proceed to “Commercial Lifts” which is on the left of the various lifts and proceed to our office on Level 10.
Postal address
PO BOX 5695 – West Chatswood – NSW 1515
