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DirectorJoel is an experienced advisor with over 12 years of experience in the financial services industry. As an adviser, Joel is truly interested in his client’s needs and objectives. His ethical and caring demeanor elicits trust and respect, taking a holistic approach to financial planning.
Of equal importance is the ongoing support in the application of your plan to achieve your goals. Our relationship continues well after your strategies are implemented
Your Advisor
After working as an advisor for a decade, Joel founded Unified Wealth.
Unified wealth specialises in helping clients who are facing life’s big decisions.
Whether you’re contemplating your first property, growing your family or starting your investment journey we can help you focus on the simple steps to help you make your goals reality.
Our priority is making sure you have all the right information available to make the best possible decisions for you and those you love.
Our Values
Unity - We are most effective when we work together as a team
Trust - We are trustworthy and act in your best interests
Transparency - We are honest and communicate openly
Education - We are committed to lifelong education