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UNICA Wealth opener
 * Welcome
 * Our Clients
 * Our Beliefs
 * Our Process
 * Our Advisors
 * Contact Us


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WELCOME TO UNICA WEALTH

UNICA Wealth offers financial advice to people who understand the value of
strategic thinking; advice that is tailored and personal, because
personalisation is at the heart of what we stand for.

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> The advice is clear and considered and I feel confident that it is given with
> outstanding knowledge of the current markets and the best intentions for long
> term financial success.ANGELA, CLIENT


OUR CLIENTS

Although our day-to-day operations are based in Hobart, we are frequently
interstate meeting with clients around Australia, and also have a number of
clients overseas.

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> We believe in creating financial strategies of quality, that are well
> executed, and that provide enduring value.DOMINIC MULCAHY
> MANAGING DIRECTOR, UNICA WEALTH


OUR BELIEFS

Our aim is to work with you – not simply for you. We believe that providing you
with a crafted financial solution comes from three things: developing an
intimate knowledge of your needs, attention to detail, and the experience and
tools to put everything together.

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> Quality is pride of workmanship.W. Edwards Deming


OUR PROCESS

The key to crafted financial planning and successful advice is a proven, robust
process. This ensures your needs are met, and that together we have a shared
understanding of your goals.

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> We all have an individual commitment to a group effort – that is what makes
> our team work.DOMINIC MULCAHY
> MANAGING DIRECTOR, UNICA WEALTH


OUR ADVISORS

The UNICA Wealth advisory team is made up entirely of Commerce and Economics
university graduates who are Certified Financial Planners and Chartered
Accountants – the highest qualifications in the Financial Planning and
Accounting industries in Australia.

With their unique blend of qualifications and experience in the financial
services industry, our advisors are expert at formulating comprehensive and
customised financial strategies for retirees, aspiring retirees, business
owners, wealth accumulators, sophisticated investors, family offices,
not-for-profit organisations, young professionals and families.

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CONTACT US

Phone (03) 6294 0000
Level 1, 160 Collins Street HOBART TAS 7001 GPO Box 2099 HOBART TAS 7001

info@unicawealth.com.au

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Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904,
AFSL 490523. Copyright 2024 UNICA Wealth Pty Ltd ABN 14 602 564 509. Liability
limited by a scheme approved under Professional Standards Legislation