Welcome to U.C.I.S Financial Planning

U.C.I.S Financial Planning is a small practice with a big focus on helping people by providing personalised financial planning advice in a professional and ethical manner.

A financial plan will help you in any stage of life by setting out a map for how you can achieve your short and long term goals.

If you’re moving into or between any of these life stages, then a financial plan will help you get to where you’re going by building wealth, protecting your income and planning to achieve your lifestyle goals.

Young adults info Adult info Pre-retiree info Retiree info
What are the steps in preparing my financial plan ?
 
NEWS

Estate planning: how will your assets be looked after when you're gone?
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Read the latest edition of the Key Local making plans for retirement, rising interest rates and market update read more read more>


Don't make a super blooper: Will your superannuation will be enough to continue your lifestyle in retirement?
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Stick to the plan in uncertain times
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