Welcome to Unified Wealth Financial Planning.
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.
As your trusted financial advisor we will get the foundations set up for you and work with you through your various life stages.
We educate our clients with financial planning 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.
Here’s how we help
What we do
Strategy
Retire
Super
Tax
Property
Debt
Protect
SMSF
Cashflow
Invest
What our clients say
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![Financial Advisor Woodend]()
"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!"
Moonee Ponds, VIC
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![Financial Advisor Woodend]()
“Joel is very knowledgeable and professional, also easy to approach if I have any questions to ask. Highly recommended.”
Gisborne, VIC
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![Financial Advisor Woodend]()
"Joel was really knowledgeable and helpful! He helped me in seeing what could be possible as a newly employed person. I definitely recommend!"
Woodend, VIC
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![Financial Advisor Macedon]()
“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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![Financial Advisor Woodend]()
"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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![Financial Advisor Woodend]()
"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
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As a boutique firm you will work directly with the principal financial advisor, and benefit from working with the same experienced advisor for your entire advice journey.
Our advice is affordable and tailored to your unique needs.
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We charge a flat fee per service and there is no hidden or percentage fees. This means you only pay for the service you use and the value you receive.
We can provide you with a quote during our initial meeting.
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If you are aiming to improve your financial wellbeing or grow sustainable wealth, a financial advisor can offer personalised guidance to help you achieve your goals.