Unified Wealth specialises in helping clients to build, protect and transition their wealth with confidence.
Whether you're approaching retirement, already enjoying it, or planning the legacy you leave behind we provide specialist advice for life's most significant financial decisions.
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 our 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
Who We Are.
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