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

A collection of financial rules of thumb

The pressure that can come with making a financial decision can lead to no decision being made and no action being taken. In this article, we discuss financial rules of thumb (decision shortcuts).

Transition to retirement income streams (TRIS)

A transition to retirement income stream (TRIS), among other things, may help you ease into retirement—reduce your work hours, while maintaining your income level. In this article, we cover TRIS.

Deductions & work-related home office expenses

According to ATO data, for the 2017-18 financial year, 8,950,205 individuals claimed $2,424 on average in work-related expenses. In this article, we discuss work-related home office expenses.

Super engaged & well-informed: Annual statements

The receipt and review of your annual super statement can assist you to stay actively engaged with, and well-informed on, your super. In this article, we provide a review checklist to help with this.

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

Investments

Superannuation

Insurance planning

Tax and structures

Estate planning

Self-managed super funds

Latest Videos

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.

Wellbeing: Self-care tips in times of stress or anxiety

Looking after our wellbeing is vital, especially in times of elevated stress or anxiety. In this video, Médecins Sans Frontières (Doctors without Borders) provides some helpful self-care tips.

Contact Us

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call us on (02) 9411 1944

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    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