Unique Wealth 29 Amesbury Loop, Butler, Western Australia 6036

Welcome to Unique Wealth, a leading accounting and finance institution located at 29 Amesbury Loop, Butler, Australia. At Unique Wealth, we pride ourselves on being your trusted sounding board, financial coach, and guide through all the stages and transitions that life may throw at you.

Whether you're planning for retirement, dealing with inheritance, facing illness, making investments, or starting a business, our dedicated team is here to ensure you stay on the right track to achieve your lifestyle goals and dreams. We believe in linking your aspirations to your current and future financial resources, so you can live the life you've always wanted.

With our personalized services, we can help you grow your wealth by creating a tailored investment strategy, managing your existing portfolio, and planning for retirement. We understand that good risk management is crucial, which is why we work with you to transfer uncontrollable risks to third-party insurers, minimizing adverse outcomes and reducing the financial impact on you.

Our ultimate goal is to assist you in achieving your best life, both now and during your retirement years. We take into account your current situation and where you envision yourself in terms of lifestyle, and help you plot the financial path to get there.

With over 30 years of experience in the field, our dedicated advisor and staff are passionate about our clients' success. We prioritize quality and value, and therefore limit the number of clients we take on to ensure we can deliver the highest level of service.

If you're looking to access your super fund benefits, we can guide you through the process and help you meet the necessary conditions of release. We also provide advice on the tax implications associated with accessing your super, as these can vary considerably.

Approaching retirement is an exciting time, and we understand the importance of selecting the right structure to ensure your 'nest egg' benefits you in the best possible way. We advise against unnecessary withdrawals from your Superannuation, as the investment returns are typically more advantageous.

Navigating the Centrelink means tests can be daunting, especially for older Australians. Our team is well-versed in the assessment of income, assets, and changes that can affect your entitlements. We're here to provide you with the key points and guidance you need to make informed decisions.

At Unique Wealth, we stay up-to-date with the latest trends in finance and technology, so you can trust us to help you make the right decisions to build your best life now and in the future.

Contact us today to schedule a consultation and let us help you achieve financial success and peace of mind.