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
Actively manage investment portfolios for superannuation and/or personal investment.
Ensure appropriate structure and level of contributions.
Right level of risk protection considering your current income, debts, income requirements for your family and mortgage.
Regularly review your debt strategies to ensure they are structured correctly and interest rates/terms are competitive.
Ensure your assets will pass to your beneficiaries in a tax efficient and timely manner.
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
How to get through life’s unexpected challenges
For many, life isn’t easy at the moment. The floods have devastated parts of NSW and QLD, and while it might be having a hiatus from front-page news for a minute, COVID is still raging.
Vanessa Stoykov: How to stop money ruling your emotions
Money and emotions are very connected, and when you don’t have control of your money situation overall, things will always come up that create negative emotions.
Accelerate your savings with the help of science
Saving money can be difficult at the best of times. But when everyday items such as electricity, groceries, and petrol prices go north, it pays to have some smart strategies.
5 important considerations for 2021-22 EOFY
For many of us, the period just before the end of the financial year can be an important time to look at finances. Taking stock at this time is a great way to check-in on your situation.
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
Tax and structures
Self-managed super funds
Superannuation: Work test exemption (WTE)
Superannuation is widely considered to be one of the most tax-effective investment structures available for wealth accumulators and retirees alike.
Home loans and refinancing
Your home loan will likely be the largest debt you pay off in your lifetime, by taking a proactive approach you could free up cash flow sooner.
4 tips to stop bad decisions during a crisis
Dr. Kirsten MacDonald from Griffith University provides critical insights on how to avoid a triple whammy when making investment decisions in a crisis.
Or use the contact form below or
call us on (02) 9411 1944
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.
PO BOX 5695 – West Chatswood – NSW 1515