Wealth

Financial advice

We believe in the importance of investing the time to understand your unique financial goals.

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The value of financial advice

Few things have the potential to shape our lives like money, and few are more personal.

Your earning, spending, saving, and investing plans are as unique as you are. It may be a new house, a secure retirement, or the flexibility to work less - or something entirely different.

With your vision clearly defined, a financial adviser can build a personal financial plan to get you there. A unique strategy and plan that genuinely reflects you.

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Australian Unity is pleased to inform you that Australian Unity Advice has been acquired by Nestworth Financial Strategists and AZ NGA (‘Nestworth').

Australian Unity Advice has provided support to thousands of clients over the last 20 years and following Nestworth’s acquisition of that business, you have the opportunity to continue to access financial advice into the future through their network of advisers.

Nestworth, as part of the AZ NGA group, will give Australian Unity customers access to an augmented advice group that has advised nearly 6,000 Australians with a network operating in every Australian state and territory.

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Further help and information

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Resources, news and insights

Visit our investor resources to access a range of articles and features that can help you in your decision-making process.

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Important information

Australian Unity Limited and AZ NGA are party to a Strategic Alliance Agreement together with Fortnum Private Wealth. Australian Unity does not receive commissions from the referral of any person to Nestworth.

However, advice accessed through a referral from Australian Unity may form part of the calculations of our Community & Social Value Framework—a framework we developed in FY2021 with social impact specialists Social Ventures Australia – to attribute a dollar value to the social impact achieved through our portfolio of health, wealth and care products and services, which in turn may provide benefits to Australian Unity. More information on Our Impact can be found here: https://www.australianunity.com.au/about-us/our-impact

Any information provided by Australian Unity is general in nature and should not be considered as financial advice. Users are encouraged to seek independent professional advice before making any financial decisions. We rely on the "mere referral" exception as outlined in the Corporations Act 2001. This exception allows us to refer persons to financial advisers who either hold or are authorised under an Australian Financial Services Licence (AFSL), such as Nestworth, without the need for holding an AFSL ourselves.

Nestworth Financial Strategists Pty Ltd ABN 31 164 149 213 (‘Nestworth’) and its advisers are Authorised Representatives of Personal Financial Services Ltd ABN 26 098 725 145 AFSL 234459. Nestworth, also has advisers who are Authorised Representatives of Fortnum Private Wealth Ltd who also hold an Australian Financial Services License that provides financial services to clients. Whilst our Licensee, PFS, is a wholly owned subsidiary of Fortnum Private Wealth Ltd, they operate separately.