FIRSTUNITY Wealth Management 25 Bligh Street, Sydney, New South Wales 2000

Welcome to FIRSTUNITY Wealth Management, a boutique financial advisory firm located in the heart of Sydney on Bligh Street. As an establishment specializing in finance, we are a point of interest for affluent individuals, families, and Non-For-Profit organizations seeking bespoke wealth management services.

At FIRSTUNITY, we pride ourselves on offering a comprehensive range of services to cater to our clients' unique needs. Our Wealth Management service is dedicated to managing the financial affairs of a select client base, including executives, business owners, and professionals. We ensure that all aspects of our clients' individual and family group affairs are effectively organized and coordinated.

In addition to Wealth Management, our firm also offers Family Office and Philanthropic Services. Our Family Office service specializes in providing objective multi-dimensional solutions to protect, grow, and distribute family wealth. We guide and assist in relationship coordination, inter-generational issues, and philanthropic intent to effectively manage and build on family wealth over successive generations. Our Philanthropic Services division focuses specifically on servicing the financial and investment requirements of the Non-for-Profit sector and Private Foundations.

At FIRSTUNITY, our core focus is on absolute alignment with our clients. We strive to understand your specific organizational needs and objectives to develop an investment strategy that suits you best. Our dedicated and passionate team, with comprehensive experience across wealth management, ensures a holistic and high-quality personal service.

Our team of experts includes Brendan, who has over 20 years of experience in the financial advice and investment management industry. Brendan's expertise in superannuation and wealth management allows him to deliver a holistic and high-quality service to individuals and organizations. Michael, a Senior Financial Adviser, joined FIRSTUNITY in 2011 and is committed to providing quality advice in the best interest of his clients. His in-depth knowledge of financial planning strategies and robust investment solutions helps clients simplify their financial affairs and focus on enjoying life.

Tim, with over 16 years of experience, specializes in providing integrated solutions for complex financial planning, investment, insurance, and estate planning needs. Rohan, with over 20 years of experience, specializes in investment and risk advice, superannuation, and retirement planning strategies. Amy is passionate about helping individuals and families make the most out of their lives through careful and strategic planning. Imke, a skilled and qualified Financial Adviser, is motivated by a genuine desire to help people make the right financial choices for a better future.

Located in Bligh Chambers Level 21, 25 Bligh Street, Sydney, NSW 2000, our institution is committed to providing the finest tools and latest information to help our clients make the most of their finances. Whether you are an individual, a family, or a Non-For-Profit organization, FIRSTUNITY Wealth Management is here to support you in achieving your financial goals and securing a prosperous future.