How we work with you

Your financial well-being is our sole focus.

Our financial planning 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 Financial Planning, we bring to bear all necessary expertise to safeguard your financial well-being. Our hand-picked team of financial planning, technical, research, and investment professionals is enlisted to make sure your tailored financial plan will reliably 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 planner.

Your planner will ensure you receive the highest level of personal service possible. Your planner 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:

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.