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: How to lower your money stress
Vanessa Stoykov is a renowned Australian money educator. In this special financial education piece, Vanessa shares ways to mentally get around the challenge of money-related stress.
Update: COVID-19 financial support measures
Unfortunately, the potential to experience financial difficulty due to COVID-19 still persists. In this article, we provide a brief overview of two key Government COVID-19 financial support measures.
The different types of aged care services
In our retirement years, a time may come when we need to consider aged care services to help with looking after ourselves. In this article, we discuss several different types of aged care services.
Contributing to super: Personal deductible contributions
For the 2018-19 financial year, 436,952 individuals claimed on average $13,395 in deductions for personal super contributions. In this article, we briefly cover personal deductible contributions.
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
Investing: Asset classes animation
The process of clarifying what your financial goals are is an important part of goal-setting. It can help frame where you want to see yourself in the future and the path to take to make it a reality.
Talking about death while you’re still healthy
Do you have wishes when you pass away? Do you know how you would like to be remembered? In this candid, heartfelt TED Talk, Michelle Knox touches on an often difficult subject to discuss with loved ones.
Goals-based investing animation
Goals-based investing can involve allocating investment assets that target a certain investment return to achieve a certain goal. In this animation, we illustrate the goals-based investing approach.
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
