Financial Services

We offer financial planning and associated services through a partnership with Australian Unity.

This alliance with Australian Unity enables us to offer a wide range of services in areas including personal and business superannuation, investments, insurance and finance, and ensures we have full access to the research, administration and other services only a major financial institution can afford, while still allowing our practice to stay small enough to provide friendly and personal services to our clients.

As you may know, Australian Unity is a major financial services institution with a heritage dating back to 1840 of helping Australians to secure their financial futures.

Sean Hensilis* is our senior financial planner. Sean Hensilis has extensive financial planning experience and outstanding credentials.

Our service model is based around helping you to create a secure financial future. No matter what your situation is, whether you are in the workforce, a business owner, about to retire, or already retired, we have the expertise to help you optimise your personal finances and achieve your long term financial and lifestyle objectives.

  • Sean Hensilis is an authorised representative of Australian Unity Personal Financial Services Limited (ABN 26 098 725 145) AFS Licence No. 234459, 114 Albert Road, South Melbourne VIC 3205

Our Services Include:

• Personal Financial Planning
• Personal Risk Insurance
• Home & Commercial Loans
• Company Super Funds
• Business Estate Planning
• Business Insurance