Australian Unity - Financial Adviser North Lakes 15 Discovery Drive, North Lakes, Queensland 4509
About the Business
Welcome to Australian Unity - Financial Adviser North Lakes! Situated in the vibrant suburb of North Lakes, our establishment is conveniently located on Discovery Drive, number 15. As a leading finance institution, we are proud to be a trusted point of interest for individuals and businesses seeking expert financial advice and guidance.
At Australian Unity - Financial Adviser North Lakes, we understand that navigating the complex world of finance can be overwhelming. That's why our team of experienced and highly skilled financial advisers is dedicated to helping you achieve your financial goals. Whether you are planning for retirement, looking to invest, or need assistance with managing your personal finances, our experts are here to provide tailored solutions that suit your unique circumstances.
As an institution, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. We believe in empowering our clients by equipping them with the knowledge and tools necessary to make informed financial decisions. Our advisers will work closely with you to understand your objectives, assess your risk tolerance, and develop a comprehensive financial plan that aligns with your aspirations.
With a deep understanding of the Australian financial landscape, our team at Australian Unity - Financial Adviser North Lakes stays up-to-date with the latest market trends, regulations, and investment opportunities. This enables us to provide you with accurate and relevant advice that is tailored to your specific needs. We pride ourselves on offering comprehensive financial services, including investment management, retirement planning, superannuation advice, estate planning, and much more.
Beyond our expertise, we strive to create a warm and welcoming environment for our clients. When you visit our North Lakes office, you can expect a friendly and professional atmosphere where your financial concerns will be addressed with the utmost care and respect.
We invite you to explore our website to learn more about our services, meet our team of dedicated financial advisers, and discover the resources we offer to help you make informed financial decisions. If you have any questions or would like to schedule a consultation, please don't hesitate to contact us. Australian Unity - Financial Adviser North Lakes is here to guide you towards a secure and prosperous financial future.
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Location & Phone number
15 Discovery Drive, North Lakes, Queensland 4509, Australia
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"As an Accountant working with small to medium business owners on their Business Strategic Planning, it is great to have Damian Jenkins (from Australian Unity) as a Financial Planner who I can bring in to look after the business owner’s personal wealth strategic planning and personal risk management (life/IP/Trauma insurance). Given the strong relationship of the critical elements of the Business vision and the owners personal wealth aspirations, it is critical to have both the business Accountant and the Financial Planner being on the same journey with the business owner to ensure there is no friction between both worlds. Given Damian’s accounting background (Qualified Accountant), his vast experience, understands the challenges of business owners (being a business owner himself) and the way he engages with people, Damian is someone I highly recommend as a Financial Planner."
"Damian has a broad range of knowledge coming from corporate accounting and finance background in the UK. With this he is able to work on various levels for new investors looking for honest advice to highly educated and sophisticated business and corporate people looking to broaden their portfolio and seeking strategic advice. Highly recommend Damian and have referred him to my clients for personal advice right for them."
"Peace of mind. My wife and I are in our 30s and very physically active … but also getting wise enough that if something happened to either of us, we would need to look out for each other. Damian has helped both us get our finances in order. We know and trust that we are safe, and now able to focus on really growing our wealth to enjoy all the years to come. I've known Damian ~4 years now and would absolutely recommend him for his HONESTLY and GENUINE CARING nature in putting his CLIENTS FIRST. Thank you Damian."
"Damian was able to sit with me and advise the best way to structure my new business to achieve the maximum benefits for both the short and long terms. His practical method of thinking is incredibly helpful when setting up and launching a new business line."
"Damian is my Financial Planner and I have found his service to be at a high standard both professionally and at a personable level. When it comes to my personal financial affairs, I was looking for someone I could trust and would work with me for my best interest. I have certainly found Damian to be personable, friendly, approachable and very professional. His experience in the Financial Services Industry dates back to his first job out of school. Very please with Damian and would be happy to recommend him to friends, family and business associates."
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