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Financial Advice

We’ll help you achieve your vision of a secure financial future... every step of the way

For more than 175 years our purpose has been to help secure our clients’ financial wellbeing. 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 proud reputation of our organisation, one of Australia’s leading financial services groups. 

As a result, you can be assured of appropriate financial guidance in every stage of your life.

Your next step

If you would like to talk with us about developing a financial plan for you, please feel free to contact us. Here 

One of our financial advisers will be pleased to answer your questions and, if appropriate, make an appointment for a personal consultation – the first step in helping you create a secure financial future.

Important Information

Financial advice referred to on this site is provided by Australian Unity Personal Financial Services Ltd (‘AUPFS’) ABN 26 098 725 145, of 114 Albert Road, South Melbourne, VIC 3205, AFSL 234459. AUPFS is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions. AUPFS is a registered tax (financial) adviser and any reference to tax advice contained in this material is incidental to the general financial advice it may contain. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position. Information on this site is intended for Australian residents only and any access to this material via the internet is subject to the Terms and Conditions of Use of our website and our Privacy Policy. Please refer to our Financial Services Guide or Credit Guide. 

Nothing on this site represents an offer or solicitation by AUPFS in relation to securities or investments in any jurisdiction. Where a particular financial product is mentioned, you should consider the Product Disclosure Statement before making any decisions in relation to the product and Australian Unity makes no guarantees regarding future performance or in relation to any particular outcome. Whilst every care has been taken in the preparation of this information, it may not remain current after the date on which it is published and AUPFS and its related bodies corporate make no representation as to its accuracy or completeness.

© Copyright 2016 Australian Unity Limited