How we work with you 


Help your clients create more secure financial futures. And at the same time create an additional recurring income stream and equity base for your practice.

No doubt your accounting services are currently giving your practice a very valuable and dependable revenue stream. But what if you were able to turn non-accounting advice channels into recurring income streams (some or all of which could be fee-for-service based)? Your practice revenues would multiply… as would the value of your practice. And that’s what we would like to help you to do.

In-house… or outsourced? It’s your choice with the help of Australian Unity.

We give your practice the necessary support to provide advice and services on a broad range of non-accounting issues. Importantly, we give your practice the choice of providing some or all of these services yourselves under our licence... or outsourcing some or all of them to our financial experts.

You simply decide which of these services are to be provided by your practice… and which, if any, you wish to refer to an Australian Unity specialist.

Your practice will still be 100% independent. You’ll just have the specialist expertise of one of Australia’s most respected financial services groups behind you.

At Australian Unity, we have a unique practice model for accountants that allows absolute independence for your practice. For starters, we don’t get involved in your accounting practice in any way. We don’t want to buy it… or advise you on how to run it.

By working with Australian Unity, your practice will gain the requisite knowledge, experience and services to help your clients to:

  • Accumulate wealth sooner
  • Invest for competitive returns in direct & managed investments… with less risk
  • Be paid a large sum of money if they are seriously injured or ill, or die
  • Retire sooner... and with more money
  • Find a cheaper & more appropriate home loan… and pay it off faster
  • Invest their retirement savings so they can enjoy the retirement lifestyle they desire
  • Take control of their superannuation… and pay lower administration fees
  • Arrange business and equipment finance at a cheaper rate
  • Protect their business and lifestyle should a business partner become seriously injured or ill, or die
  • Learn more about personal finance through our Money Insights® client education program.


For more information

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. Australian Unity Personal Financial Services is a wholly owned subsidiary of Australian Unity Limited. Australian Unity respects your privacy. Refer to our Privacy policy and Security policy for more information.
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