Health & Finance Integrated joins Australian Unity Personal Financial Services.
Leading social enterprise financial advice firm Health & Finance Integrated has joined Australian Unity Personal Financial Services.
William Johns, founder and principal adviser of Health & Finance Integrated, said he is excited and proud of the partnership with Australian Unity.
“Australian Unity is a good fit for us because they aren’t owned by a bank or life company and as a result they give us the freedom that comes with a broad APL for wrap accounts, direct and managed investments, and risk insurance,” Mr Johns said.
Mr Steve Davis, CEO of Australian Unity Personal Financial Services, said the company was very pleased to welcome Health & Finance Integrated into the dealership.
“William is an award-winning client-focused adviser, an expert in disability and ageing, and a philanthropist.
“We have a strong cultural alignment with William and his team given our status as a mutual organisation that is committed to helping Australians improve their wellbeing.
“Australian Unity’s first members joined together to support each other in times of health and financial need 175 years ago because there were no other social support mechanisms available to them. That is the essence of the modern day Australian Unity Group–using this experience and heritage to continue creating services that deliver value and wellbeing to our customers,” Mr Davis said.
Health & Finance Integrated is a financial planning social enterprise that recognises the importance of providing ethical, sound financial advice that is integrated with healthcare and social support. Their clients range from those with serious disabilities and injuries, to parents with chronically ill children and older adults with comorbidities.
The company donates a significant portion of the revenues generated by the financial planning operation to better community and client outcomes.
Australian Unity Personal Financial Services currently has 102 planning practices, 185 advisers and 24 mortgage brokers operating in all mainland states and the ACT.