Nicole Florisson

Unica Wealth Pty Ltd

Platinum
16 Yrs Experience
Hobart, TAS 7000

My aim is to fully understand what is important to my clients, their family situation, their hopes, dreams, aspirations, and fears.

Nicole specialises in:

  • Retirement Planning - maximising income, reducing tax, and strategies to improve Centrelink to provide clients security and peace of mind beyond work-life
  • Wealth Creation - From share portfolios and Family Trusts to SMSF, Nicole looks at ways to make your money work for you, whilst reducing your tax burden.
  • Ethical investing - We offer a range of portfolios including those designed to maximise return while investing in our children's futures.
  • Family protection - helping clients understand the importance of personal insurance as a foundation to any financial plan, whilst looking for ways to reduce the cost burden.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

We offer 3 packages for ongoing clients to choose from to help keep them on track to achieving their goals.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.91
  • Number of reviews 14
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Unica Wealth Pty Ltd

Level 1, 160 Collins Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Sgn Financial Pty Ltd

AFSL 490523