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Financial Planning
We provide financial advice through general consultations, limited statements of advice and full financial plans. A Unique Financial Plan provides you with a specific blueprint with defined and simple actions to take in order to improve your financial situation.
Some of the areas in which we help our clients include:
- Wealth creation advice
- Cash flow management techniques
- Total asset management services
- Investment advice
- Succession planning strategies
Unique Financial Planning operates on a fixed fee structure which means our clients are always fully informed, in advance, of the costs to them, with no unexpected surprises. Details regarding our pricing structure for financial planning services are provided below.
Direct Equities
Direct share investment can be a very important component of your investment portfolio. Unique offers a range of services that can help you set-up and manage a strong, blue chip share portfolio. As part of our Total Asset Management Services we review your holdings every quarter and apply dynamic rebalancing where appropriate. This is to ensure your portfolio is optimsed for maximum performance at all times.
We currently provide the following services for direct equities:
- Analysis of existing share portfolios
- Blue chip stock selection and purchase
- Share portfolio management (includes quarterly dynamic rebalancing)
Total Asset Management
As your investments grow it can become more complex to manage and account for them. This is particularly true if you are using different entities and have assets across a range of asset classes.
To combat this problem Unique offers a Total Asset Management service to clients who wish to be able to review and manage all investments in a simple, cost effective manner.
Our streamlined reporting ensures that our clients and their taxation advisers always have current, detailed information on the status of every one of their investments. We provide comprehensive, easy-to-read reporting to assist with taxation planning and ongoing financial management.
- Guarantee
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