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

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

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

    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