Testimonials

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The process that David Kretschmer of Unity Partners took us through left us at total ease. I found his approach logical, simple, and it makes planning for our future stress-free and easy to understand.

Everyone these days is time-poor and wants to know their financial interests are being looked after by someone they can trust. David reviews our circumstances regularly and tracks our progress, which allows us to react quickly if changes are required.

David cares about his clients, and we look forward to remaining under his guidance long into the future.

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We have found that the individual, personalised financial planning from Unity Partners has been an essential part of the development of our senior executives, and all have benefited from this experience.

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The plans and advice offered by Unity Partners are very tailored to clients’ needs and are backed up by a 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 and risk assessment, including insurance protection.

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The Directors of Unity Partners are dedicated to the financial welfare of their clients. David and his team are professional and well-informed, and exude commercial experience well beyond their years. They are “hands on” and give personal, one-on-one advice.

They have saved me and many of my friends thousands of dollars through their evaluation and actioning of our financial affairs. I have no hesitation in recommending Unity Partners to anyone requiring financial planning advice.