Develop your own personalised
Financial and Lifestyle Goals

Build Wealth Faster, Retire Financially Independent, Protect Your Family/Wealth with Insurance

Mark can help you articulate your goals,
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

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

Debt management

Superannuation

Insurance planning

Tax and structures

Estate planning

Self-managed super funds

Latest Videos

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.

Contact Us

Or use the contact form below or
call us on (02) 9411 1944

    How can we help you?

    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