Local Financial Advisor Macedon Ranges

Working together to build your financial future

The Unified Wealth Approach.

Unified Wealth specialises in helping clients to build, protect and transition their wealth with confidence.

Whether you're approaching retirement, already enjoying it, or planning the legacy you leave behind we provide specialist advice for life's most significant financial decisions.

Level 2/15 Goode Street, Gisborne, VIC 3437

admin@unifiedwealth.com.au

0494 111 790

Meetings by Appointment.

Financial advisor in the Macedon Ranges, Woodend, Kyneton, Gisborne, Macedon, Romsey, Lancefield, Riddells Creek, Trentham, Sunbury, Castlemaine, Daylesford, Kilmore, Bacchus Marsh.

What We Do

Strategy

Super

Inheritance

Insurance

Investing

Cashflow

Debt

Retirement

Learn More

We will get the foundations set up for you and work with you through your various life stages.

We educate our clients with advice that is straight forward and easy to understand.

We take the stress away by supporting you and working through any challenge or money problem with you.

We help you achieve financial freedom.

Our support gives you peace of mind.

How We Engage With You

1

Discovery

In our first meeting we talk about your goals, financial situation and concerns. This meeting is to make sure there is room for us to add value in your life.

3

Implementation

We help you take action and put the plan in motion. We are here to make sure you are comfortable and supported.

2

Prepare Your Advice

We use the details from your financial life to prepare an action plan for today and the future. The plan is based on achieving your goals and financial freedom.

4

Ongoing Support

Over time you will experience many changes. Your circumstances, attitudes, family, employment, and goals. In addition, there will be changes imposed by Government legislation, taxation, social security and investment markets.

Having a partner who will work with you, listen and respond to your needs is our commitment.

What our clients say

“Our prior financial planner recommended Joel to us so we are relatively new customers. From the beginning he put as at ease with his knowledge of our affairs and we found him easy to talk to, he will listen, and he is easy to contact. We are very happy with his service and advise to date.”
"Joel was amazing to deal with, very prompt and willing to break things down for me to understand. Very highly recommended his services!!"
"Through Joel’s expert knowledge and experience, I feel very confident that the advice given was right for my needs. I would highly recommend Joel"
"I gained a lot of confidence and a better understanding of my finances after meeting with Joel. He offers a range of different services and areas of expertise, and I look forward to engaging Joel in the future. Highly recommended!"
“Joel is very knowledgeable and professional, also easy to approach if I have any questions to ask. Highly recommended.”
"Joel was really knowledgeable and helpful! He helped me in seeing what could be possible as a newly employed person. I definitely recommend!"