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Union Invest RGB 

 

Empower Your Trade Union to Achieve Financial Success with Confidence

UnionInvest is a tailored investment solution exclusively designed for Australian trade unions. It’s the ideal choice if your union is:

✔ Seeking an investment provider aligned with the values and needs of the union movement

✔ Looking for a secure and professional way to grow your members’ assets

✔ Wanting to collaborate with some of the world’s leading investment managers

✔ Exploring a range of flexible investment options

✔ Interested in expert guidance, face-to-face meetings, and access to tools for governance, risk profiling, liquidity management, and more

 

Why Choose UnionInvest?

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Australian-Owned and Managed

Focused on the unique needs of Australian trade unions and industry super fund members.
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Expert Investment Management

Partnered with Franklin Templeton, a globally renowned investment manager, ensuring your assets are handled by professionals with deep market expertise.
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Diversified Investment Options

Access a wide array of options, including the Franklin Multi Asset Funds, which adopt a diversified strategy across multiple asset classes to balance risk and optimize returns.
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Tailored Solutions

Whether your goal is growth, income, or a balanced approach, choose solutions that align with your union’s financial objectives and risk appetite.
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User-Friendly Platform

Our intuitive Investor Portal puts you in control. Manage your investments online effortlessly or seek our Financial Advisers for assistance. Stay informed with regular investment updates from our team.
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Professional Guidance

Benefit from long-term support, expert insights, and resources to help your union make informed financial decisions with confidence.
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Union Support

We stand with the union movement, providing solutions aligned to Union value.

Our Information Memoradandum contains further details about UnionInvest, highlighting key roles and responsibilities, features and benefits, fees and costs, and other key information.

Access the Information Memorandum here.

 Our Approved Product List contains a list of the current investment options available.

Access the Apporved Product List here.

Getting started with UnionInvest

Contact Serg Premier, for an in-depth discussion on how we can help, via:
Phone: 03 953 7310
Mobile: 0425 7646 7111
Email: serg.premier@partnervest.com.au

Alternatively,

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Register for the Investor Portal
Gain access to detailed investment options, performance history, asset allocation insights, and the latest articles.
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Select Investments Aligned with Your Goals
Explore options tailored for a variety of financial objectives and timelines.
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Open Your Account with Ease
Quickly start your investment journey through our streamlined online application process—no paperwork required.
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Monitor Your Investment
Stay informed with regular updates on your portfolio’s performance and key investment drivers.

Or, complete our paper based Application Form.

Access the paper based Application Form here 

UnionInvest: The solution that empowers your union to achieve its financial aspirations, all while aligning with your core values and supporting the union movement.

Get Started (Coming Soon)