Develop your own personalised
Financial and Lifestyle Goals
No Mortgage, Retire Comfortably, Purchase New House, Save More
Mark can help you articulate your goals,
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
Invalid wills, passing away intestate, and intestacy rules
One of the most important things we can do prior to our passing is to ensure we have a valid will in place. In this article, we provide an overview of various intestacy rules that exist in Australia.
Financial needs and wants in a post-COVID-19 world
Life events can disrupt context cues and create opportunities to make decisions and implement new intentions and goals. In this article, we discuss financial needs and wants in a post-COVID world.
Working during retirement and the Work Bonus scheme
When looking at long-term data, the workforce participation rate of those aged 65 and over has steadily risen over the years. In this article, we discuss working during retirement and the Work Bonus.
EOFY planning tips: Give your finances a boost
With the end of financial year on the horizon, it’s important to review areas of our personal finances, and take action if required, before 30 June. In this article, we discuss EOFY planning tips.
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
Aged care: Commonwealth Home Support Programme
From a care needs perspective, it’s vital to consider the retirement chapters we will move through, and plan accordingly. In this animation, we illustrate the Commonwealth Home Support Programme.
Dollar Street: The world as a street ordered by income
Our ideas about how people in other places and cultures live can be formed by the images we see in the media. In this TED Talk, Anna Rosling Rönnlund discusses an alternate viewpoint, Dollar Street.
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