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
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.
271 Spring Street, Melbourne VIC 3000
Australian Unity Personal Financial Services Limited | Financial Services Guide