2/30 Roma St, North Epping NSW 2121
02 9869 4533
Phone us to discuss how our advisers can assist you.
Your are unique in your needs.
At Unique Advisers we understand that.
Unique Advisers Pty Ltd are a boutique licensee based in Sydney, with financial advisers located in Melbourne and Sydney, and a Melbourne based mortgage broker.
Our financial advisers are all members of the Financial Planning Association and our mortgage broker is a member of the Finance Brokers of Australasia Association.
Financial Advisers Services
Retirement
Planning
Superannuation - transition to retirement, pensions, annuities and retirement savings accounts.
And information on the possible social security benefits of debentures, stocks or bond
Life Insurance Advice
SMSF insurance, income protection,trauma, life insurance and total permanent disablement benefits
Business Risk & Succession Planning
Business Succession planning, key person and group insurance
.
Portfolio Services
Managed funds, Securities and Portfolio Administration Service
SMSF Strategic Planning
Management of the superannuation fund,
investment and insurance strategies, and estate
planning within the SMSF environment.
Investment Advice
Establishing your investment portfolio to suit your needs and objectives.