Our Services 

We are a full service, hands on licencee. We will give you all the support services you need – as well as individual guidance as required by you – to help you manage your practice more efficiently and effectively… and to help you grow your client base, revenues and profits. This combination of tailored service and mentoring has proven successful with our existing advisers – and is responsible for our unmatched growth in a very difficult operating environment.

The core components of our adviser value proposition include:

This is a priority program which includes advertising and other proven programs to help us find interested accountants. We then select one of our financial advisers who has the relevant skill set and personality to match the needs of the accountant, and we then facilitate a referral relationship between the two parties and assist in the ongoing management of the relationship. This program has been successful up to this point, and we expect additional success as we escalate our marketing to prospective accountants.

In addition, we have been instrumental in assisting our financial advisers in winning and managing referral relationships with accountants they find themselves. Our assistance includes mentoring our advisers, and also where appropriate arranging for one of our senior managers to meet the prospective accountants with our advisers, and then to provide ongoing guidance as required.

Our advisers also have the opportunity to build referral relationships with our team of mortgage brokers.

Our support for advisers with referral relationships extends to the facilitation of automated fee sharing arrangements and reporting.

Our Practice Development Program helps our advisers run smarter and more profitable practices. We help them create administration efficiencies, generate more leads, increase prospect conversion rates, and increase fees per client. The program has 19 modules which range from business planning to client segmentation to Xplan training & development, sales skills training to back office assistance to practice acquisition advice.

The program is delivered by senior AUPFS staff who between them have 123 years of practical experience as financial advisers and in running practices and licencee groups – so you can be assured they understand your needs and your perspective.

The Australian Unity brand has been proven to be a strong and trusted brand for our advisers in generating client leads and converting them to business, and in building referral relationships with centres-of-influence.

Not surprisingly, we witness time and time again that it is an advantage that we are a mutual organisation, rather than being owned by a bank or other large institution. Importantly, also, our Personal Financial Services brand has remained untarnished while other licencees have suffered through poor investment choices, ownership options and adviser recruitment.

We will continue to safeguard our brand by choosing to remain a nimble, adviser centric, medium sized licencee that is totally focused on the quality of its advisers, not the quantity.

Our investment philosophy has been created to help advisers have a point of differentiation in the market and also to ensure that clients receive high quality advice. The objective of our investment philosophy is to help our advisers to reliably generate the long-term net return their clients require in order to achieve their lifestyle goals, whilst ensuring that investment risk, investment tax and investment fees are all minimised on an ongoing basis.

Our investment philosophy has proven to be a key selling point with accountants, in particular, due to its simplicity, prudence and commonsense approach.

Our financial advice service is based on a needs based, fee-for-service model – supported by ongoing service with defined standards that builds strong client relationships – where the fees charged to the client are transparent and agreed on with the client. We have always avoided commission based products where possible, and because we have a very modern model we are well positioned to succeed in any regulatory environment in the future.

We believe that compliance isn’t a burden, but rather an essential part of the financial advice process. We therefore view our compliance function as a support team, whose role is to help you understand – and meet – your compliance obligations. In doing so, we will help you create time and cost efficiencies, and help your business to master best practice.