At the moment your practice is providing your clients with comprehensive, expert accounting services. But what if you could also offer those same clients high quality advice and services on personal financial advice, investments, superannuation, home loans, investment loans, and personal insurances? And, for those clients who own a business, advice on company super, business finance, and business insurances for buy/sell arrangements and the like?
Your practice would play a vital role in all of your clients’ financial requirements – helping them become more financially secure… and making your practice indispensable.
You know that many of your clients are searching for the right advice on investment, superannuation, insurance and finance issues. In fact these are often the areas of finance where they feel most anxious and uncertain. Naturally, they would prefer to get this advice from someone they know and trust – their own accountant. So why not offer these services with our assistance… you’ll add genuine value to your clients, and your practice can enjoy some added financial rewards.
Your clients will welcome your association with Australian Unity.
Most of your clients already know us as a financial services icon which prides itself on professional, personal service. In fact, more than anything else, Australian Unity exists to serve its clients.
It is the way we conduct our business now as one of Australia’s leading financial services institutions, and the way we have conducted our business for more than 160 years.
This can be traced back to 1840 when one of our forebears Manchester Unity was established as a friendly society. Manchester Unity’s purpose was for its members to make weekly contributions to a common fund, which paid benefits to those members who became ill, lost work, or who otherwise suffered financial hardship.
Back in an era when the government supplied minimal community services and benefits, Manchester Unity provided vital financial security to its members. It was a financial service based on mutual trust and dependability, and it is an ideal Australian Unity still holds true today. Since those early days, our range of services has evolved to meet the changing needs of our clients, and we now offer private health cover, property and funds management, retirement villages & aged care facilities, insurances and personal financial services.
Our team of experienced personal financial services professionals can help you to provide your clients with a detailed and totally tailored blueprint for financial success – whether you provide the advice in-house or refer your clients to our specialists – in any or all of the following areas:
- Financial advice
- Retirement planning
- Superannuation
- Commercial loans
- Equipment finance
- Personal estate planning
- Personal risk insurance
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- Wealth creation
- Investments
- Home loans
- Investment loans
- Car finance
- Business estate planning
- Business risk insurance.
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While we are a major provider of financial services in Australia with substantial resources, we will always be driven by our community-based values and our heritage of helping Australians to create secure financial futures.
This pedigree and experience, combined with our corporate strength and leading edge strategic advice capability, means we are uniquely placed to offer your clients – through you – high quality personal financial services… each finely tuned to your clients’ particular needs to ensure they achieve their vision of a secure financial future.
After all, your clients’ financial wellbeing is at the heart of everything we do.
If you would like to find out more on how Australian Unity could help you to multiply your practice’s recurring income – and the value of your practice – please call Elise Michelmore on: (03) 8682 6348. Or email Elise on EMichelmore@australianunity.com.au
Australian Unity Personal Financial Services Limited (ABN 26 098 725 145) AFS
Licence No. 234459, 114 Albert Road South Melbourne VIC 3205.
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