Unity Partners was founded in May 2007 by David Kretschmer, who brought to the firm an extensive career in financial services and wealth management. In the years since, we have advised hundreds of clients across Australia, helping them achieve their financial goals and aspirations.
Our strength lies in developing strategies across superannuation and retirement planning, entity structuring, asset protection, investment gearing and wealth creation, and intergenerational wealth transfer. We also have extensive experience with Private Ancillary Funds — private charitable foundations that let families and businesses set aside wealth for structured, tax-effective giving to the causes they care about, year after year.
Financial advice doesn’t happen in isolation, so we work closely with our clients’ other professional advisers — including accountants and lawyers — to make sure every part of the plan pulls in the same direction.
David is a Certified Financial Planner® through the Financial Advice Association Australia — a certification that assures clients he has met rigorous professional standards and adheres to the principles of integrity, objectivity, competence, fairness, diligence, professionalism, confidentiality and compliance.
We are committed to intelligent planning through client education, so our clients understand not just what we recommend, but why. We encourage a global perspective — in the breadth of planning options considered and in the geographical reach of portfolios. And most importantly, we stay proactive: attentive to our clients’ changing needs, and focused on helping them achieve what matters most.