The process that David Kretschmer of Unity Partners took us through left us at total ease. I found his approach logical, simple, and makes planning for our future stress free and easy to understand. Everyone in this day and age is time poor and wants to know their financial interests are being looked after by someone they can trust and who has the knowledge and experience to plan for their future. David reviews our circumstances regularly and tracks our progress, which allows us to react quickly and effortlessly if changes are required. David cares about his clients, and we look forward to remaining under his guidance long into the future.
Daniel HerbertCEO, SSKB Strata Managers, former Wallaby
We have found that the individual, personalised finanical planning from Unity Partners has been an essential part of the development of our senior executives and all have benefited from this experience
John MurphyCoca-Cola Amatil Licensed/Alcohol Australasia
The plans and advice offered by Unity Partners are very tailored to clients needs and are backed up by fundamental understanding of the relevant environment, processes and laws. It is refreshing to have an all round service that encompasses not only wealth accumulation but also taxation implications (to the extent the law provides) and risk assessments, including insurance protection
Jonathan MartinChartered Accountant
The Directors of Unity Partners are enthusiastic young men who are dedicated to the financial welfare of their clients. David, John and their team are professional and well informed. They exude commercial experience way beyond their years. They are “hands on” and give personal one on one advice to their clients. They have saved me and many of my friends thousands of dollars with their evaluation and subsequential actioning of our financial affairs. I therefore have no hesitation in recommending the services of Unity Partners to anyone requiring financial planning advice.
the late Roydon.B.ProsserFormer Executive Consultant, Foster's Australia