We measure progress in happiness and fulfilment.

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

UNICA is founded on a simple principle: great relationships produce exceptional results. That’s why we take time getting to know our clients.

We want to discover what wealth means to you and what you expect it to do for you. By having richer, deeper conversations we can play a crucial role in your life and the lives of those who matter most to you.

Our Story

UNICA exists to answer fundamental questions for clients and help them use their financial position to achieve the life they aspire to. It’s that simple. We ask what wealth means to them, but more importantly, what can it do for them. By asking our clients questions they may never have been asked before we have rich conversations and aim to be the people who make their life easier.

UNICA was founded to create a financial planning business that offers a highly personal service for a collective group of clients we value and respect, delivered with care and expertise. We saw a need for more genuine, long-term relationships in the industry — and that’s the niche we set out to fill.

No-one else delivers what we do, which is gratifying because that’s exactly what we set out to achieve. We anticipate issues and opportunities; we bring solutions before they are thought of or asked for. We believe there is a place for this approach and that it will carry us all into the future. So far, so good.

DOMINIC MULCAHY

Private Client Advisor

I want to deliver outstanding service for a group of clients I genuinely enjoy working with and supporting.

DOMINIC MULCAHY

Managing Director

I want to deliver outstanding service for a group of clients I genuinely enjoy working with and supporting.

There are different levels of value that we can provide. It shouldn’t be tied to wealth alone.
There are different levels of value that we can provide. It shouldn’t be tied to wealth alone.
There are different levels of value that we can provide. It shouldn’t be tied to wealth alone.

Our Values

We value trusted relationships – with our clients and each other above all else.

Openness.

The better we understand our client’s circumstances, the more effective we can be. But it works both ways. You need to know the who, what and how of UNICA to feel reassured and confident. Honesty, transparency and simplicity are fundamental to all of that. We believe they are crucial in building relationships that work.

Togetherness.

UNICA is a coming together of our clients’ unique aspirations and our company’s unique financial insight, experience and capability. The point where they overlap is indistinguishable because they are one and the same. We become stronger, together, working as one.

Our Values

We value trusted relationships – with our clients and each other above all else.

Openness.

The better we understand our client’s circumstances, the more effective we can be. But it works both ways. You need to know the who, what and how of UNICA to feel reassured and confident. Honesty, transparency and simplicity are fundamental to all of that. We believe they are crucial in building relationships that work.

Togetherness.

UNICA is a coming together of our clients’ unique aspirations and our company’s unique financial insight, experience and capability. The point where they overlap is indistinguishable because they are one and the same. We become stronger, together, working as one.

Our Values

We value trusted relationships – with our clients and each other above all else.

Openness.

The better we understand our client’s circumstances, the more effective we can be. But it works both ways. You need to know the who, what and how of UNICA to feel reassured and confident. Honesty, transparency and simplicity are fundamental to all of that. We believe they are crucial in building relationships that work.

Togetherness.

UNICA is a coming together of our clients’ unique aspirations and our company’s unique financial insight, experience and capability. The point where they overlap is indistinguishable because they are one and the same. We become stronger, together, working as one.

Employee Testimonial

Our clients become part of our extended family. We know their goals, their children, their concerns - and we're in this for the long haul together.

Duncan Macgill

Director & Chief Operating Officer

Employee Testimonial

We’re not just driven by the dollars and the cents. We have built something that matters. If you surround yourself with clients that you care about and they care about you – you’re successful.

Luke Roberts

Director & Private Client Adviser

Employee Testimonial

I really like the quality of advice that UNICA provide – there is no stone left unturned when considering a client's situation. I don’t think I’d find such a high-quality business to work for anywhere else.

Felicity Shadbolt

Provisional Financial Adviser

Employee Testimonial

Our clients become part of our extended family. We know their goals, their children, their concerns - and we're in this for the long haul together.

Duncan Macgill

Director & Chief Operating Officer

Employee Testimonial

We’re not just driven by the dollars and the cents. We have built something that matters. If you surround yourself with clients that you care about and they care about you – you’re successful.

Luke Roberts

Director & Private Client Adviser

Employee Testimonial

I really like the quality of advice that UNICA provide – there is no stone left unturned when considering a client's situation. I don’t think I’d find such a high-quality business to work for anywhere else.

Felicity Shadbolt

Provisional Financial Adviser

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

© UNICA Wealth Pty Ltd 2023 -

2026

, ABN 14 602 564 509.

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