Working together to build your financial future

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.

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

What We Do

Strategy

Retire

Super

Tax

Property

Debt

Cashflow

Invest

Protect

SMSF

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.

Financial Advisor Gisborne

How We Engage With You

What our clients say

  • Financial Advisor Gisborne

    "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!"

  • Financial Advisor Gisborne

    “Joel is very knowledgeable and professional, also easy to approach if I have any questions to ask. Highly recommended.”

  • Financial Advisor Gisborne

    "Joel was really knowledgeable and helpful! He helped me in seeing what could be possible as a newly employed person. I definitely recommend!"

  • Financial Advisor Gisborne

    “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.”

  • Financial Advisor Gisborne

    "Joel was amazing to deal with, very prompt and willing to break things down for me to understand. Very highly recommended his services!!"

  • Financial Advisor Gisborne VIC 3437

    "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"