About Our Advice

Helping you secure your financial future

Planning for your financial future should be a positive experience. By taking control you increase the likelihood that you will achieve your financial goals. That's where Unac West End Group can help. Our first meeting is obligation free with no pressure to sign up on the day.

We start by learning more about you; where you are now, where you want to be and what your plans are along the way. We also discuss why you are seeking advice in the first place. This will guide us on how we can best support you.

From here we discuss options and ask questions to get more details where necessary. Most of our new clients come as referrals from our existing clients and business partners so you may already know a little about our service. However we'll explain our services, our advice process and our fees as well as answer any questions you might have in that first meeting.

Once you've decided you would like to go ahead we will develop a financial plan based on our initial discussions. This Statement of Advice explains our recommendations, why we are making them, how they will benefit you and any costs you will incur. Together we discuss this and any changes that you may want to make.

Our team will then work with you to put our advice into action and then follow up to ensure that everything is implemented correctly. Of course you will be updated regularly and we are always available to answer any questions you might have along the way.

We offer all clients an ongoing review service.

To ensure that your plan remains relevant it needs to be regularly monitored and adapted as your needs and goals change. There are also regular updates to legislation and the ever-changing landscape of investment markets to take into account.

As well as regular market updates and liquidity monitoring your ongoing review service includes online access to your investments (where available) and recommendations due to legislative, budgetary and economic changes. Your adviser will discuss this with you in more detail in your initial meeting.

To find out more about how we can help you secure your financial future click here to contact us or make an appointment.

MARKET SUMMARY

  • Value
  • Change
  • Open
  • Range
  • 6005.30
  • +28.90
  • 5976.40
  • 5976.40 - 6019.30
Wed, 01 Nov 2017 23:42:12
  • U.S. dollars
  • Japanese yen
  • Euros
  • British pounds
  • 0.9484
  • 93.1722173
  • 0.690384476
  • 0.593613298
Mon, 04 Nov 2013 12:58:28
  • Value
  • Change
  • Open
  • Range
  • 5938.10
  • +29.10
  • 5909.00
  • 5909.00 - 5952.40
Wed, 01 Nov 2017 23:42:12

Need Financial Advice?
Call us on 08 9321 4489
or fill out our enquiry form

Unac West End Group Pty Ltd
The Atrium, Suite 16, 123A Colin Street West Perth 6005

LATEST NEWS

RBA Cash Rate News

RBA Board Meeting At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. 5 February 2019

RBA Cash Rate News

At its meeting today, the Board decided to lower the cash rate by 25 basis points to 1 2 August 2016

The Unexpected Cost of Retirement

How much do you need for your retirement? Let's have a look 16 December 2013