When you become a client of Australian Unity Personal Financial Services, we bring to bear all the necessary expertise to safeguard your financial wellbeing. Our hand-picked team of financial advice, technical, research, and investment professionals is enlisted to make sure your tailored financial plan will help you achieve your long term goals.
To simplify and personalise your financial management, you have one main point of contact: your Australian Unity financial adviser.
Your adviser will ensure you receive the highest level of personal service possible. Your adviser also deploys our team of technical, research, and investment professionals to assist in the delivery of expert advice and services to you in the following areas:
Investment selection
Retirement after sale of your business
Asset allocation
Redundancy planning
Investment Research
Personal estate planning
Direct Managed Investments
Personal insurances
Retirement planning
Business estate planning
Superannuation planning
Business insurances
Self Managed Superannuation Funds
Corporate superannuation
Wealth accumulation
Home loans
Centrelink benefits
Business finance
Tax planning
Investment monitoring
Retirement income streams
Portfolio administration
Investing financial windfalls
No matter what your situation is, whether you are in the workforce, about to retire, or already retired, we will always be there to help you.
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322 Oxley Ave, Margate, QLD, 4019
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