Financial Planning is integral to a successful financial future. It’s that plan – personal, long-term and flexible – that helps all your financial decisions move you closer to your goals.
Financial advice can help you manage risk and take a systematic and disciplined approach to investing.
We deliver comprehensive strategic advice for long-term financial planning, as well as for more immediate solutions for current financial decisions
- Strategies for wealth creation.
- Share advice and a complete share and investment portfolio management service.
- Complete set-up, administration and management for self-managed superannuation
- Advice on retirement rollovers including redundancy.
- Appraisal of existing portfolios including retail and wholesale public superannuation funds.
The information provided on this website has been provided as general advice only.
We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication.
Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
Australian Unity Personal Financial Services Ltd ABN 26 098 725 145 | AFSL 234459
T: 13 29 39 | F:
114 Albert Road, MELBOURNE VIC 3205