Your Financial Wellbeing is Our Focus

We will take the time to understand you – your situation, your needs and your vision of what a secure financial future means to you. We will then help you define your financial goals, and develop a tailored financial plan that will help you reliably achieve those goals.

And if your financial goals or circumstances change, or if the legislative or investment framework changes, we will modify your plan accordingly to keep you on track.

Providing bespoke strategic advice to build, manage and protect your wealth.

Investment | Personal Insurance | Estate Planning | Superannuation | Succession Planning | Retirement | Aged Care

Learn to be Financially Savvy

Starting your first job and thinking about short, medium and long term goals?

Would you like to set up a savings plan and start building your foundation?

Helping you build, manage and protect your wealth is our primary responsibility.

Being Smart with Your Debt

We can help you budget and structure your debt to efficiently reach your goals and provide financial security.

Accumulating Wealth

Successful wealth accumulation is dependant on clearly defined realistic goals and a plan that will help you to achieve those goals.

We can assist you in identifying your goals and develop a personal financial plan to help you structure your investments wisely.

Planning for a Comfortable Retirement

What kind of lifestyle do you want when you retire? How much income do you need to live that life?

We can help you develop a retirement plan that would works for you.

Contact Us

Use the form below to get in touch. One of our qualified professionals will be in touch shortly.

Any advice on the Wealth Management section of this webpage 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 product decisions. All forecasts and estimates are based on certain assumptions which may change. If those assumptions change, our forecasts and estimates may change. Where a particular financial product is mentioned, you should consider the Product Disclosure Statement before making any decisions in relation to the product and we make 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 of publication and Australian Unity Personal Financial Services Ltd and its related bodies corporate make no representation as to its accuracy or completeness. The Wealth Management services outlined on this webpage are provided by Infinity Financial Wealth Pty Ltd, which is a corporate authorised representative of Australian Unity Personal Financial Services Limited ABN 26 098 725 145, AFS Licence No. 234459.

114 Albert Road South Melbourne VIC 3205

Australian Unity Personal Financial Services Limited | Financial Services Guide

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