How your whole financial life could finally move as one, protected and growing, guided by advisers who answer to no one but you

Firstunity is 100% owned by its own advisers, under its own licence, so the advice is built around your family and your future, without an institution or a product agenda pulling it sideways.

Answer these few questions accurately to see if you qualify. The initial consultation is always free.

100% adviser-owned, own AFSL (No. 513101)120 years of collective experienceCFP, CA, CFA and SMSF-specialist teamInitial consultation always free

Independent by design

Owned by the advisers, so the advice answers only to you

Firstunity, in specifics

  • Model Independent and 100% owned by the adviser team, operating under its own Australian Financial Services Licence. No bank, no institution, no product shelf deciding what gets recommended.
  • Who we help Successful families and retirees who want their whole financial life brought together and protected, from investment and superannuation through to family wealth and succession. SMSF advice sits inside that, handled by an accredited specialist.
  • Team A bench of directors carrying CFP, Chartered Accountant, CFA and SMSF-specialist credentials, most with 20 to 30 years each in the field, and a National Dux among them.
  • Process Investment built on six core principles refined over 120 years of collective experience, overseen by an internal committee chaired by independent asset consultants, with your own adviser on that committee.
  • Relationship Your own adviser over the long term, through the milestone moments. We talk relationships, not numbers, and the initial consultation is always free.

In their words

I am so glad that we were referred to Firstunity. It was very helpful to have a professional adviser steer us through the many decisions that we needed to make and to help us develop and then execute our financial plans.
LindaAge 58
Firstunity helped me immensely in getting the right investments for my SMSF. It was hard for me at first to admit that I needed help, but I feel so much better now, knowing that I am in good hands with professional people.
SusieAge 71, SMSF client
Retirement comes with its own perks but planning what to do with my estate and succession plan has been something that's been nagging me for a while. The team at Firstunity were excellent, they hand-held me throughout the entire process to come up with a solution that worked for my entire family.
DavidAge 63, estate & succession planning
My husband and I run our own business and found we just didn't have the time capacity to work on our family's future financial plan. Firstunity helped us setup a diversified investment portfolio with sufficient cash flow and liquidity.
SarahAge 41, business-owner couple
I've always had a set of different financial professionals working for me but they were not working well together. The team at Firstunity were able to bring my financial life together and manage my complex financial situation seamlessly.
TomAge 53, complex financial affairs