Search ResultsShowing 1 - 10 of 100+ results for "Australian Unity"
Financial advice valued beyond returns
KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... likely have more peace of mind about their financial security and quality of life, latest research shows. Australian Unity's bi-annual LifePlan Financial Advice Satisfaction Index, compiled with the help of the University of Adelaide, found ...
Rainmaker unveils the best wholesale managed funds
KARREN VERGARA  |  THURSDAY, 16 MAY 2019
An Australian Unity fund has topped Rainmaker's analysis of top-performers in the wholesale managed funds sector over the last three years. The Australian Unity Retail Property Fund delivered 25.1% in the three years to March 2019, outstripping ...
Advisers forgo charitable conversations: Poll
KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... giving conversations with clients, although more than a third want to embed it in the near future. Australian Unity Trustees executive general manager Emma Sakellaris says discussing clients' philanthropic objectives should be a key ...
Healthcare property a buy
ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... to deliver strong returns for investors, despite current challenges in the asset class, according to Australian Unity. Australian Unity head of healthcare property Chris Smith said healthcare property should be considered a strong asset ...
Wealth heavyweights join FSC board
HARRISON WORLEY  |  THURSDAY, 4 APR 2019
... Jason Yetton - who is leading Commonwealth Bank's wealth demerger - have joined the FSC's board. Meanwhile, Australian Unity wealth chief executive, group chief investment officer and current FSC director David Bryant will replace outgoing deputy ...
Australian Unity creates new partnerships role
ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
Australian Unity Trustees has recruited from Equity Trustees to fill the newly-created position of head of partnerships. Sally Fenemor is taking on the new role, joining from Equity Trustees where she was most recently national business development ...
Australian Unity names equity origination head
KARREN VERGARA  |  MONDAY, 11 MAR 2019
A new head of equity origination is joining Australian Unity's wealth and capital markets business. Brad Watson joined in February as head of equity origination for property. He is responsible for developing and executing product and sales ...
Choice outweighs balance for women
KARREN VERGARA  |  FRIDAY, 8 MAR 2019
... is empowering women to make choices to live a financially secure and fulfilling life. This is according to Australian Unity Trustees general manager Emma Sakellaris, who says that achieving balance can be "extremely difficult" for women. Years ...
Wills are an afterthought for the rich: Lawyer
KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... have wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert. Australian Unity Trustees national manager of estate planning Anna Hacker says wealthier people are not as organised in their estate ...
Early financial advice prevents worries at the end
HARRISON WORLEY  |  MONDAY, 14 JAN 2019
... the resources to care for their families after they pass away and pay for the end-of-life care they endured. Australian Unity Trustees Legal Services national manager of estate planning Anna Hacker concurred, and said despite advertising around ...
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