Independent thinking. Uncompromised investing.

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 Story

Our Difference

Our Services

Our Story

Our Difference

Our Services

Our Guiding Principles

Curiosity and moon-shot thinking excite us. We’re always ready to adopt brighter, better ideas. It’s got us this far. It’ll take us further still.

Stronger as one

UNICA is a coming together of clients’ unique circumstances and goals and the company’s unique financial insight, experience and capability. Two entities coming together to create a single, unified and in itself, unique pathway. Client goals and company expertise together, as one.

Personalised approach

We take time to understand our clients’ context and then care for their financial wellbeing on an individualised basis. We are one company, yet unique to everyone we work with. It’s a simple philosophy that allows us to build stronger relationships with clients, plan long-term financial goals, prepare for opportunity and confidently face down life’s challenges.

Positive culture

An individual approach is not just a promise to our clients, it’s also how we treat our colleagues. Everyone’s opinion is considered, ideas are welcomed and concerns are addressed. Ambition is supported with genuine encouragement, because when individuals thrive the company does too.

Can do

We get stuck in, rolling up our sleeves, getting hands-on to solve problems, create opportunity and support each other. Everyone finds us exactly the same: switched on, up front and can do.

Protecting what matters

Our logo is a visual symbol of the protection we provide for what matters – family, health, business, security, succession and much more besides. The brackets are like cupped hands, carefully cradling what’s held within. A human instinct to nurture and protect.

Stronger as one

Personalised approach

Positive culture

Can do

We get stuck in, rolling up our sleeves, getting hands-on to solve problems, create opportunity and support each other. Everyone finds us exactly the same: switched on, up front and can do.

Protecting what matters

LUKE ROBERTS

Private Client Advisor

We put a lot of time into thinking, so our advice is fundamentally the best advice our clients can get.

LUKE ROBERTS

Director & Private Client Advisor

We put a lot of time into thinking, so our advice is fundamentally the best advice our clients can get.

Giving Back

Supporting our local community

We are a proud citizen of our local community and do what we can to help it thrive. By getting involved with grassroots organisations, the time and money we donate plays a significant role in improving lives, culture and wellbeing in Hobart.

Hobart City Mission

Hobart City Mission (HCM) has been serving the people of Southern Tasmania for 170 years, made possible by generous donations and enthusiastic volunteers.