Your Local
Financial Planning Experts
Financial Advisors Near Me
Servicing Your Community
At Unified Wealth, we work with clients across Australia remotely and in person.
Our Victorian clients are generally based regionally or within a 10km radius from our Melbourne office. We know that most people value working with a financial advisor near me.
You will see our firm supporting local initiatives including sporting clubs, local school events and business groups. Being based in the Macedon Ranges and Melbourne, we service clients from communities in and around these locations. We also work with clients in Bacchus Marsh, Kilmore, Castlemaine, Hepburn Shire and inner Melbourne. We understand that some of our clients value meeting in person and can offer this as part of our service to you.
As financial advisors near you, we support many families in your local area, and we welcome you to see why so many people in our community partner with us to manage their finances.
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 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.
Our Locations
Macedon Ranges
Our regional location, based in central Victoria in a quiet, friendly region with a great community. Financial advisors servicing this local community enable us to meet with you in person at a location convenient to you. This location allows us to service local communities from Castlemaine, Daylesford and Hepburn, Kilmore to Bacchus Marsh and Sunbury.
Financial Advisor near me:
Moonee Ponds
Located 7km north-west of Melbourne, Moonee Ponds is a fantastic inner city family friendly area. Our office is conveniently situated in Moonee Ponds Central, with 2 hour free parking available at Coles. This location allows us to service our Melbourne based clients from Brunswick, Essendon, Maribyrnong, Pascoe Vale and beyond.
Financial Advisor near me:
Here’s how we help
What our clients say
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"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!"
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“Joel is very knowledgeable and professional, also easy to approach if I have any questions to ask. Highly recommended.”
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"Joel was really knowledgeable and helpful! He helped me in seeing what could be possible as a newly employed person. I definitely recommend!"
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“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.”
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"Joel was amazing to deal with, very prompt and willing to break things down for me to understand. Very highly recommended his services!!"
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"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"
Frequently Asked Questions - Financial advisors near me
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When looking for a financial advisor, location is an important factor. In our experience, we find that most clients prefer to meet in person at stages, which helps us to connect and build trust. At times forms may need to be physically signed in person or you may need assistance with logging onto a new portal. By having your advisor nearby, it can help you to navigate certain areas together in person. Other factors to consider when choosing an advisor are their experience, education, and testimonials or online reviews. It is also good to check their website for their services to see if these match the areas of advice you require support with.
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The answer to this question really depends on the individual. We work with clients across Australia and have worked with clients based overseas. Post covid we have found a large uptake in clients meeting with us virtually and we still accommodate many in this way. Location is an important factor, but that is only one of many factors that should be considered when choosing an advisor to work with. For our regionally based clients, we have found most prefer to meet in person and they appreciate that we can accommodate this.
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At Unified wealth we specalise 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 retirement we can help you focus on the simple steps to help you make your goals reality.
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.
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We provide a range of services including:
Strategy
Retirement Planning
Superannuation
Investing and Building Wealth
SMSF
Debt & Cashflow
Please check our what we do page for a detailed summary and contact us for any further questions.
If you are ready to take control of your finances, we are ready to help to improve your financial wellbeing.
The first step is to book your no-cost discovery call below.
Regional Office - Gisborne
Melbourne Office - Suite 112, Level 1, Moonee Ponds Central, 21-31 Hall St, Moonee Ponds, VIC 3039
The Trustee for Bullimore Family Trust T/A Unified Wealth is a Corporate Authorised Representative (No. 001309206) and Joel Andrew George Bullimore is an Authorised Representative (No. 000468950) of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL 380552. Privacy Policy Public Complaints Policy FSG Disclosure