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: 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

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

    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