Our Clients

While most of our clients work with us over the longer term, employing us to look after the full range of their financial requirements, we often work with people on short-term engagements or even one-off projects.

Regardless of geography, we place great value on taking the time to understand our client’s requirements, provide solutions to their challenges and add value at every opportunity.

That’s because UNICA Wealth is a boutique wealth advisory firm. We offer crafted financial solutions, understanding that everyone’s needs and position in life are unique.

Who We Help

Pre-retirement wealth accumulators including business owners
Associations/Foundations/Charitable Trusts/Not for profit organisations
Young families
Young professionals just getting started