“I started my practice from scratch two years ago and,despite the worst market conditions in the history of financial advising, I am now writing a significant amount of business each month with a much larger recurring income than I thought I would have at this stage. This would not have been possible without the back office support, technical help, marketing assistance and accountancy referrals I have received from Australian Unity.”
Ross Johnston
“The hardest part about being a financial planner is securing sources of leads. Australian Unity understands that – which is why they developed their Accountants Recruitment Program. They have given me three accountants in just the past six months.”
Andrew McKee
“In just my first week as an adviser with Australian Unity they introduced me to an accountant who agreed to refer their clients to me for financial advice. Australian Unity has made it very easy for me to grow my practice.”
Mima Rahaman
“I feel totally aligned with Australian Unity – they will do almost anything to help me grow my practice.”
Ian Crotty
“Australian Unity knows accountants. They have not only given me accountant and other COI referral relationships, but they have also been instrumental in helping me to activate an accountant I found on my own.“
Karen Ryrie
“What I like about Australian Unity is they listen to advisers, and they use their resources to help us run our practices more efficiently and profitably. On top of that, they are very skilled in helping advisers to think strategically about their practices.”
Michael Misiti
“Australian Unity provides great back office & technical support and their marketing assistance is without peer in this industry. Their Accountants Recruitment Program is fantastic – I already have three successful referral arrangements with accountancy firms as a result of the program.”
Sean Henselis
“I couldn’t be happier with Australian Unity. They have given me referral accountants and a ton of support and guidance. And they do it with a smile.”
Edan Wilson
“Before I joined Australian Unity I was mostly relying on client referrals for new business. But then Australian Unity gave me four referral relationships with accountants and my business is taking off.”
Ian Wright
“The guys at Australian Unity know their stuff – from risk insurance to asset allocation to technical to Xplan development to marketing to referral relationships with accountants. Other groups might say they have this expertise, but they don’t have it with the depth that Australian Unity has.”
George Tsakiris
