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Unity Financial Managers
Services
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Our Services

We provide practical, reliable, and tailored financial solutions for individuals, startups, businesses, and corporations. Whether you’re planning for the future or managing day-to-day operations, we’re here to make your financial life easier.

Pension Management

-Secure Your Retirement With Confidence
We help you plan, manage, and monitor your pension funds so you can build a comfortable and stable future. Our team ensures your retirement strategy stays on track and adapts to your life goals.

What we do:

  • Long-term pension planning

  • Retirement fund monitoring

  • Benefit projections

  • Contribution guidance

  • Retirement readiness support

Dividend Administration

-Efficient and Reliable Dividend Administration
Our dividend administration services streamline the distribution of dividends, ensuring compliance and efficiency to enhance shareholder satisfaction and trust.


What we do:

  • Dividend tracking

  • Payment scheduling

  • Payout reporting

  • Shareholder support

  • Compliance oversight

Investment Portfolio Support
-Smart Portfolio Management Without the Stress

We support your investment portfolios with careful monitoring and clear reporting, helping you get the best from your assets while maintaining steady, responsible growth.
What To Note:
We do not engage in any form of trading on behalf of clients. However, we help manage, monitor, and structure your investment assets. Terms and conditions apply.

What we do:

  • Portfolio performance review

  • Asset allocation guidance

  • Market insights and reporting

  • Growth strategy recommendations

  • Risk assessment support

    • Travel Fund Management

    -Plan Your Travel Expenses With Ease
    Whether it's personal travel or corporate trips, we help you manage your travel budget so everything stays organized and financially balanced.


    What we do:

  • Travel budgeting

  • Trip fund allocation

  • Expense tracking

  • Reporting and documentation

  • Travel allowance planning

    • Corporate Administrative Support

    -Operational Support That Streamlines Your Business
    For businesses and corporations, we handle the administrative and financial tasks that keep your operations running smoothly. This allows you to focus on your priorities; growth, strategy, and service.


    What we do:

  • Document management

  • Payroll coordination

  • Compliance support

  • Vendor and invoice tracking

  • Internal process assistance

  • Administrative workflow setup

    • Financial Reporting & Insights

    -Clear Insights for Better Financial Decisions
    We provide easy-to-understand financial reports that help you make smarter choices. Our analytics break down your financial data so you always know where you stand.

    What we do:

  • Monthly and quarterly reports

  • Cash-flow analysis

  • Asset performance tracking

  • Customized financial insights

  • Future planning recommendations

    • Risk & Compliance Monitoring

    -Stay Protected and Compliant
    We help you stay aligned with financial regulations, manage risks, and keep your operations safe from errors and legal issues.

    What we do:

  • AML/KYC oversight

  • Risk assessment audits

  • Compliance monitoring

  • Policy guidance

  • Risk reduction strategies

    • Ready to Improve Your Financial Management?
    Let’s help you organize, plan, and grow your finances the right way.

    Contact us today to get started.

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