Austbrokers Life partners with Australian Unity Personal Financial Services
Matt Brown
Austbrokers Life has announced a partnership with Australian Unity Personal Financial Services (AUPFS) that will offer their clients access to a broader set of capabilities focused on enhancing financial wellbeing.
Austbrokers Life is one of Australia’s leading life insurance specialists, providing financial advice to individuals and key persons and buy/sell advice to businesses across the country. With close to 9,000 clients, Austbrokers Life helped manage 180 claims providing over $37m in claim payments in the last financial year alone. They form part of the Austbrokers group, one of Australia’s largest networks of professional general insurance brokers.
Under the partnership, AUPFS has authorised Austbrokers Life to deliver financial advice under Australian Unity’s Australian Financial Services License (AFSL).
It will also see AUPFS deliver strategic and other support to Austbrokers Life that will enhance the quality of advice its clients receive, and give access to broader solutions to their clients in financial advice, trustee services, along with banking and health insurance
Matt Brown, Executive General Manager Australian Unity Advice said the two organisations’ shared values will ensure a successful partnership.
“Australian Unity is delighted to partner with Austbrokers Life, an organisation that is likeminded in its deep commitment to delivering quality advice and financial solutions that support the wellbeing of Australian households,” he said.
Ben Donald, Managing Director of Austbrokers Life said that its life insurance clients will greatly benefit from the partnership.
“Financial guidance is a core component of what we do, enabling our expert team to advise Australians through life. Receiving this support from Australian Unity is a strong validation for the quality of advice we provide. It will enable our business to benefit Australians in new ways with a more comprehensive advice offering.”
