Focused on helping clients achieve great outcomes
Big Sky Financial Planning is a part of Big Sky Building Society Ltd and the Australian Unity group, one of Australia's oldest mutual organisations.
Big Sky Financial Planning is a Corporate Authorised Representative (ASIC No: 414711) of Australian Unity Personal Financial Services Limited (ABN 26 098 725 145) AFS Licence No. 234459, 114 Albert Road South Melbourne VIC 3205.
All Big Sky advisers are salaried employees, ensuring that our focus remains on your individual needs and circumstances. Our aim is to provide high quality advice to help clients make informed financial decisions. You may choose to have an ongoing advice relationship to regularly monitor and update your financial or investment strategy as you progress through life, or you may require advice on a particular financial or lifestyle decision. Talk to a Big Sky adviser to guide you towards your goals.
Limited Advice ServiceWe make many financial decisions in our daily life that have a long term impact on our financial wellbeing. Decisions that you may have already made or will need to make in future may include:
- Making an investment choice decision for your superannuation; you could choose to stay in the default investment option or consider other investments offered by your superannuation fund. The decision you make is likely to have a significant impact on your super account balance in retirement
- Considering whether to pay off your mortgage or start an investment plan; both options have their pros and cons but you need to consider your personal financial situation and goals in order to make the right decision
- Making additional contributions to super or paying off your mortgage early; as stated above – the decision you make depends on many factors.
Big Sky advisers can help you make the right decision for your circumstances. You can access professional financial advice to help you make informed decisions that aim to help you improve your overall financial wellbeing.
Private Client ServiceBig Sky’s private client service can keep you on track toward your goal with a sense of comfort and control, knowing that your Big Sky adviser is looking after your interests.
Every private client is allocated an experienced Big Sky adviser to mentor and guide them toward their financial goal. Your adviser will first work with you to determine a financial strategy appropriate for your circumstances. Once the strategy is in place, your adviser can monitor and report any progress to you. As you progress towards your goals your adviser will be personally available to you as an informed and experienced guide to consult with regarding any concerns, doubts or major financial decisions you are faced with along the way.
Big Sky’s private client service is an ongoing partnership.
Corporate Superannuation Services
Employees can be seen as an organisation's greatest asset. It can be assumed that good health, good relationships and good financial management may result in happier, more productive staff.
Our experience gained from providing services to a large number of high profile companies, has resulted in a highly competitive corporate services offering. Big Sky offers a comprehensive range of corporate superannuation and corporate risk services.