We deliver trustee and financial management services for individuals who receive a lump sum compensation payment and do not have capacity to manage their financial affairs. In doing so, we can help you manage your compensation payment in a way that puts your best interests first.
We provide expert assistance to manage and invest your payment, to support ongoing, high quality financial stability, quality of life, security, and financial wellbeing.
Being appointed to manage a compensation payment is a big responsibility. That’s why we offer personalised service from an experienced Client Relationship Manager, as well as a team of experts who will discuss your evolving needs, wishes, and goals with you and your circle of support.
We’ll have the responsibility for meeting your needs and protecting your compensation payment.
To ensure this, we can work with you and your circle of support to, for example:
Established in 1840, we are Australia’s first wellbeing company. Australian Unity operates with commercial principles and a strong social purpose to create community value.
We are motivated by our purpose to positively impact the wellbeing of millions. Our profits are reinvested to deliver products and services sustainably that matter most to our members, clients and the Australian community.
Our team of caring professionals will deliver Real Wellbeing for you, offering personalised, impartial services that will give you peace of mind.
