Introducing Australian Unity Financial Planning, Your Financial Wellbeing is Our Focus.

Our financial advice philosophy is based on mutual understanding between our clients and us. It is a service model based around you as an individual, and it is something precious few institutions can deliver on.

We will take the time to understand you – your situation, your needs and your aspirations. Then we will help you define your financial goals, and your vision of a secure financial future.

And then, working side by side, we will develop a financial plan which will help you reliably achieve your goals.

Importantly, your financial plan will not be a pre-packaged solution. It will be tailored to your individual requirements to ensure you make best use of your financial resources now, and in the future.

And if your financial goals change along the way, or if the legislative or investment framework in which we work changes, we will modify your plan accordingly to keep you on track.

We offer expert advice in:

• Wealth Accumulation

• Redundancy Strategies

• Personal & Business insurance

• Lump Sum Investing

• Investment gearing

• Preparing for Retirement • Superannuation
• Centrelink Eligibility
• Tax reduction strategies

Free ‘Wealth Management Health Check’

As a valued client of Devenny Payne Taxation & Business Services we would like to invite you to take advantage of a free, no obligation ‘Wealth Management Health Check’.

Our financial advisers, Ross Johnston, Michael Stojanovski & Jorja Astanin, will discuss with you:

• If you are on track to achieve your wealth accumulation goals,

• If you will be able to afford the retirement lifestyle you wish,

• If your investments are suitable for your situation,

Your risk insurance remains suitable for your current needs.

Ross, Michael & Jorja can work with you and provide initial advice to ensure your wealth creation and insurance needs are suitable for your lifestyle needs.

Should you wish to take advantage of this offer, please call us on 03 9026 9150.

The Australian Unity Financial Planning Team

Ross Johnston

Master of Law (Financial Services), FFIN, AFA

Ross Johnston is a Financial Adviser with extensive experience and expertise, working with clients to create secure financial futures, to develop financial strategies that will help build retirement and wealth funds to reach retirement goals.

Michael Stojanovski

CFP, B. Bus (Fin Plan)

Michael is a Certified Financial Adviser with more than 10 years of experience working with clients to ensure their financial needs and concerns are understood, analysed, and acted upon. His holistic approach considers their needs to help them achieve financial, insurance and lifestyle goals.

Jorja Astanin

BCom (FP, Acc & Fin)

Jorja is a Financial Adviser who works with Ross and Michael with the ongoing management, administration, and implementation of client portfolios. Jorja’s 10 year industry experience, technical knowledge and ability to build strong relationships help her to provide outstanding advice, service and support to her colleagues and clients.

Ross Johnston, Michael Stojanovski and Jorja Astanin are representatives of Australian Unity Personal Financial Services Limited. Australian Unity Personal Financial Services is a wholly owned subsidiary of Australian Unity Limited. Australian Unity collects, uses, and protects the personal information of our members and customers in accordance with Australian Privacy Laws. If you would like more information about our Privacy Policy, please visit Australian Unity Privacy Policy or contact us on 03 9026 9150. Australian Unity respects the wishes of its members and customers. If you do not wish to receive correspondence of this nature, please let us know by calling 03 9026 9150.