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

We believe in giving back to the local community and are proud to support the following organisations:

  • Treasurer, Eastern Macedon Ranges Business and Tourism Association (EMRBATA)

  • Woodend Cricket Club

  • Macedon Ranges Basketball Association (MRBA)

  • Gisborne Foodbank

Client Value Proposition

Investment Philosophy

Who We Are

Financial Advisor Gisborne
Financial advisor Macedon Ranges

Joel Bullimore

Director & Principal Financial Advisor

  • Joel has been providing financial advice since 2014, working closely with clients to understand their unique goals and develop tailored strategies to help them achieve meaningful outcomes.

    His passion for encouraging clients to consistently improve their financial position to do a little more each year, grow, and build with purpose led to the establishment of Unified Wealth. Joel believes that without a clear plan, many goals and aspirations risk remaining just that. He gets genuine satisfaction from helping clients turn their ambitions into achievable, real-world outcomes.

    Throughout his career, Joel has continued to invest in his professional development and holds the following qualifications:

    • Bachelor of Commerce, Major in Finance & Financial Planning

    • Diploma of Financial Planning

    • Advanced Diploma of Financial Planning

    • SMSF Accredited

    • Tax for Financial Planning

    • Postgraduate Certificate in Leadership and Management

    Joel has extensive experience in investment markets, superannuation, retirement planning, financial management, wealth creation, and specialises in designing bespoke, objective-based financial planning strategies.

    Outside of work, Joel enjoys running and cycling around the Macedon Ranges and spending quality time with his family.

    We believe in giving back to the local community and are proud to support the following organisations:

    • Treasurer, Eastern Macedon Ranges Business and Tourism Association (EMRBATA)

    • Woodend Cricket Club

    • Macedon Ranges Basketball Association (MRBA)

    • Gisborne Foodbank

  • To book a meeting with Joel please click here