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.
We believe in the importance of investing the time to understand you and your unique financial goals.
It may be a new house, a secure retirement, or the flexibility to work less - or something entirely different.
With your vision clearly defined, we’ll build a personal financial plan to get you there. A unique strategy and plan that genuinely reflects you.
We look after the health, wealth and wellbeing of almost 1 million Australians. We know that great financial advice transforms lives – it provides people with clarity, control, choice and dignity. We understand each client as an individual, what money means to them, their goals and desired future. We believe it is important to coach and educate our clients to empower their decision making.
Financial security is a fundamental plank in your Wellbeing platform and by providing Australians with solid financial advice, we help people thrive.
Before meeting with a Financial Adviser it is important to think about what you want to achieve, your own specific circumstances and perhaps what is worrying you. One way to do this is to think about your financial goals in relation to your life stages and timing:
Also think about risk and your personal responsibilities, such as financial dependents, do you have enough insurance in the event that something unexpected happens?
Australian Unity Personal Financial Services Ltd (‘AUPFS’) ABN 26 098 725 145, AFSL 234459. AUPFS is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general only and does not take into account the objectives, financial situation or needs of any particular person. You should obtain financial advice relevant to your circumstances before making any decisions. Please refer to our Financial Services Guide.