Skip to main content

Financial advice to suit your changing needs

Do you need 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. 

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.

Let’s start the conversation

Contact us now

Financial Services to suit your changing needs

  • identify short, medium and long-term goals
  • develop strategies to achieve your financial goals
  • better manage your money
  • develop an investment plan
  • choose tax-effective investments
  • make the most of your superannuation
  • find out if you're eligible for any government assistance
  • work out your insurance needs
  • plan for your retirement
  • consider your estate planning needs

Financial advice and tips

Why Australian Unity Advice?

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.

Tips for Financial Goal Setting

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:

  • Short-term - saving for a holiday, paying off a credit card or reducing personal debt.
  • Medium-term - buying a home, planning for educational costs or building an investment portfolio.
  • Long-term - planning for retirement, building wealth or creating a legacy.

Also think about risk and your personal responsibilities, such as financial dependents, do you have enough insurance in the event that something unexpected happens?

Important Information

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.

Contact a financial professional

Speak with us today

Mon-Fri 8.30am - 5.30pm AEST
Call 1300 700 189