UNICA Wealth | Independent Financial Planning Hobart Tasmania

Services

Tailored advice across investment management, wealth creation, retirement planning, and risk protection – all designed to help you achieve your financial goals.

Retirement Planning

Superannuation including Self-Managed Superannuation

Portfolio Construction and Ongoing Management

Wealth Preservation and Risk Management

Tax Management

Estate Planning

Asset Protection

Business Succession Planning

Lending and Debt Management

Gifting Donations and Foundations

About Us

Choose UNICA

We measure progress in happiness and fulfilment. Financial growth and security are the means to that end.

About Unica

Choose UNICA

We measure progress in happiness and fulfilment. Financial growth and security are the means to that end.

About Unica

Small is our big advantage. Yours too. It allows us to get closer and gives every client access to our top team.

That's because the first person you talk to works for you. The people you meet are the people you get. And what you get is genuine empathy, expert insight, and clear advantage. We become stronger together by working as one.

Meet Your Team

Small is our big advantage. Yours too. It allows us to get closer and gives every client access to our top team.

Meet Your Team

We believe that best results are achieved by having an open and collaborative relationship with our clients, free from the constraints of proprietary products, corporate objectives or conflicted remuneration.

We believe the best results are achieved by having an open and collaborative relationship with our clients, allowing us to design strategic solutions and investment programs tailored to each client’s unique requirements.

Our Difference

Together, our wealth advisory team have over 100 years combined commercial and financial experience.

Tailored advice across investment management, wealth creation, retirement planning, and risk protection – all designed to help you achieve your financial goals

Our Services

Tailored advice across investment management, wealth creation, retirement planning, and risk protection – all designed to help you achieve your financial goals

Our Services

Journal

Feature Article

Dr Frances Donaldson says she has worked hard for 64 years and that she would hate for all her savings to be lost because of poor financial advice.

Dr. Frances Donaldson, the 2023 Senior Australian of the Year for Tasmania, began her nursing career at the Royal Hobart Hospital in 1959.