About Australian Unity Personal Financial Services Ltd

Your financial well-being is our focus.

Our financial advice philosophy is based on mutual understanding between our clients and us. It is a service model based around you as an individual, and it is something precious few institutions can deliver on.

We will take the time to understand you – your situation, your needs and your aspirations. Then we will help you define your financial goals, and your vision of a secure financial future.

And then, working side by side, we will develop a financial plan which will help you reliably achieve your goals.

Importantly, your financial plan will not be a pre-packaged solution. It will be tailored to your individual requirements to ensure you make best use of your financial resources now, and in the future.

And if your financial goals change along the way, or if the legislative or investment framework in which we work changes, we will modify your plan accordingly to keep you on track.

When you become a client of Australian Unity Personal Financial Services, we bring to bear all necessary expertise to safeguard your financial well-being. Our hand-picked team of financial advice, technical, research, and investment professionals is enlisted to make sure your tailored financial plan will help you achieve your long term goals.

You do not have to deal with all of these people, however. To simplify and personalise your financial management, you have one main point of contact: your Australian Unity financial adviser.

Your adviser will ensure you receive the highest level of personal service possible. Your adviser also deploys our team of technical, research, and investment professionals to assist in the delivery of expert advice and services to you in the following areas:

• Investment selection
• Retirement after sale of your business
• Asset allocation
• Redundancy planning
• Investment Research
• Personal estate planning
• Direct Managed Investments
• Personal insurances
• Retirement planning
• Business estate planning
• Superannuation planning
• Business insurances
• Self Managed Superannuation (SMSF)
• Corporate superannuation
• Wealth accumulation
• Home loans
• Centrelink benefits
• Business finance
• Tax planning
• Investment monitoring
• Retirement income streams
• Portfolio administration
• Investing financial windfalls

No matter what your situation is, whether you are in the workforce, about to retire, or already retired, we will always be there to help you.