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Your financial plan is a lifetime commitment for us.
At Australian Unity, we always place our clients’ best interests above anything else.
That is the commitment we offer you – a commitment backed by the full resources of our organisation, one of Australia’s leading financial services groups.
As a result, you can be assured of the most appropriate financial guidance in every financial life-stage:
About to retire or already retired
We will help you arrange your finances to ensure you build a retirement income which is reliable and tax effective… and which should last for your lifetime or longer. We’ll show you how to pay little or no tax on your lump sum; and if you are a businessowner or farmer we will show you how to reduce or even eliminate tax on the sale of your business.
In addition, we can help you arrange your finances so you maximise Centrelink benefits if that is appropriate for you.
Wealth accumulation
We will help you develop investment strategies to build wealth prudently and tax effectively to help you become financially independent… and to provide a more financially secure retirement. In addition, we can assist you in creating financial efficiencies with your mortgage, as well as protecting your financial position with the help of personal insurances.
Redundancy
We will help you invest your payout to meet your short term needs, as well as for providing for your eventual retirement. We will also develop investment strategies to help you qualify for Centrelink benefits (if this is appropriate for you) and to minimise tax on your payout and your income.
Lump sum and regular investing
If you have a lump sum to invest or you wish to invest regular savings or superannuation contributions, we will advise you on asset allocation, investment strategies and security selection to help you generate competitive returns with less risk… and in so doing help ensure you achieve your financial goals.
Contact us for further information or to make an appointment.
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Australian Unity Financial Planning Limited, ABN 26 098 725 145, AFS Licence No. 234459,
114 Albert Road South Melbourne VIC 3205. Australian Unity Financial Planning Limited is
a wholly owned subsidiary of Australian Unity Limited.
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© 2008 Australian Unity Ltd |
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