We specialise in providing professional strategic advice to help you improve your current financial position and ultimately achieve your long term lifestyle goals.
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 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.
It must take into account many issues including your current financial position, and your goals for the future. Your financial plan must also identify those investments that will help you generate your required return within your preferred level of risk.
Financial strategies should be implemented to optimise your taxation and Centrelink benefit positions. Risk mitigation strategies must also be considered, as should other financial strategies that will assist you in reaching your goals faster or more reliably.
We offer you regular financial mentoring and ongoing guidance – in all aspects of your personal finances – to set you, and keep you, on the path to financial wellbeing.
And if your financial goals change along the way, or if the legislative or investment framework in which we work changes, we will work with you to modify your plan to keep you on track.
Call Us on 1800 045 166
Sydney
Level 6, 88 Phillip Street, Sydney, NSW, 2000
South Melbourne
Level 8, 114 Albert Road, South Melbourne, VIC, 3205
Canberra
Level 1, 100 Giles Street, Kingston, ACT, 2604
Brisbane
Level 16, 241 Adelaide Street, Brisbane, QLD, 4000
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 & Australian Credit Licence 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.
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