We deliver trustee and financial management services for individuals who receive a lump sum compensation payment. In doing so, we can help you manage your compensation payment in a way that puts your best interests first.
We provide expert assistance to manage and invest your payment, to support ongoing, high quality financial stability, quality of life, security, and financial wellbeing.
Being appointed to manage a compensation payment is a big responsibility. That’s why we offer personalised service from an experienced client relationship manager, as well as a team of experts who will discuss your evolving needs, wishes, and goals with you and yourcircle of support.
We’ll have the responsibility for meeting your needs and protecting your compensation payment.
To ensure this, we can work with you and your circle of support to, for example:
Australian Unity Trustees is a licenced trustee company and a wholly owned subsidiary of Australian Unity Limited – a member owned wellbeing company that was established over 180 years ago to meet the growing health, financial and care needs of our members.
As a member owned company, we are not driven by profit maximisation but rather by the delivery of supports and services that matter most to our members, clients and the Australian community. We look beyond financial metrics to measure our performance, by also measuring how we contribute to community and social value.
National Manager Legal Partnerships (NSW, ACT, QLD, NT)
P: 0438 907 369
E: aehsani@australianunity.com.au
Senior Relationship Manager(VIC, TAS)
P: 0411 818 829 E: ykrizmanic@australianunity.com.au
