Financial Advisor Castlemaine
Book a time to speak with a Financial Advisor in Castlemaine today.
Joel is an experienced advisor with over 12 years of experience in the financial services industry. He holds the following industry qualifications - BCom (FP & Fin), AdvDip FP, PGCert, SMSF Accredited.
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, starting your investment journey or planning for retirement 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.
If you are a resident of Castlemaine or a surrounding town we would love to speak with you!
Retirement and Pre-Retirement Planning
Superannuation Advice
Investing and Building Wealth
Book a Financial Advisor in Castlemaine
Book a time with our friendly team and speak with a financial advisor servicing Castlemaine or call us on 0494 111 790, and we will help you achieve financial freedom.
Our financial advisor in Castlemaine also services Woodend, Gisborne, Kyneton, Romsey and surrounding Macedon Ranges communities.
Book a free consultation to find out how we can help you achieve financial freedom.
Living in Castlemaine
Located 120km north west of Melbourne, Castlemaine is a fantastic family friendly area in the Goldfields region of Victoria.
Castlemaine is a former gold mining town and has many attractions including art galleries, heritage streets and buildings, shopping and markets and the Victorian Goldfields railway.
There is one major arterial road close by which is the Calder Freeway and a V-Line station in Castlemaine making it an ideal location to access the Melbourne CBD in approximately 1 hour and 30 minutes.
For those wanting to live in a quiet, friendly town with a great community, Castlemaine is an ideal location.
Book a time to speak with a Financial Advisor in Castlemaine today.
