The key to wealth creation
Successful financial planning is the key to managing your wealth.
Whether you are starting out, transitioning to a new phase of life or looking ahead to retirement, having access to advice and a plan that is tailored to your personal needs can make all the difference.
UNICA Wealth, our in-house financial planning team, deliver crafted solutions for wealth accumulation, wealth protection, and retirement planning. The advisers at UNICA Wealth take a holistic approach, spending the time to get to know their clients’ unique circumstances and financial goals.
“We’re a boutique business,” says Managing Director Dominic Mulcahy. “We’re not the biggest in town and we don’t want to be. Our team has been hand picked to deliver the highest level of client care.”
“We have a healthy ratio of advisors to clients, and we work with our clients one-on-one. It’s important to us that our clients are educated about their options and are provided with clear and concise advice.”
While UNICA Wealth is a separate entity, the relationship with WLF ensures a seamless and unified approach for clients. “With the increased crossover of the accounting and financial planning disciplines, the availability of comprehensive advice to clients by experienced WLF and UNICA advisors under one roof offers unique outcomes for our clients” believes Dominic. “Our services are complementary, which means we can provide a one-stop shop for all financial advice. We have seen some great outcomes for clients in collaborating with WLF.”
UNICA’s services include wealth management, superannuation and non-superannuation strategic advice, estate planning, business succession and wealth protection (insurance). These services are greatly enhanced with UNICA’s’ strong accounting background, having a number of Chartered Accountants on staff. In fact, Dominic worked with WLF as a graduate accountant some 20 years ago.
UNICA’s clients are spread across Tasmania, as well as interstate and overseas. While more than half of their clients fall into the 50 years and above age bracket, Dominic points out that financial planning isn’t just for those who are moving towards the end of their careers.
“Some of the best work can be done when people are young and starting out. A customised plan can help set up good practices, and deliver long term benefits for wealth creation.”
UNICA Wealth is located within the WLF office at 160 Collins Street. Why not talk to the UNICA team about your financial objectives and wealth management needs.