Nice to meet you and welcome to 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 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.

Book a time to speak with a Financial Advisor in Gisborne today.

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.

If you are a resident of Gisborne we would love to speak with you!

Here’s how we help

What we do

Strategy

Retire

Super

Tax

Property

Debt

Protect

SMSF

Cashflow

Invest

What our clients say

  • "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!"

  • “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"

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 with a financial advisor in Gisborne.

Regional Office - Gisborne

 

Melbourne Office - Suite 165, Level 1/793 Burke Road, Camberwell

 

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 Gisborne, VIC 3437.