Alexis Kavaliotis - Financial Adviser

22/05/2026

Cashflow has been a big theme in my conversations lately. Many families are feeling stretched, and more often than not, it comes down to one thing.... no budget.

So we’ve been working through their cashflow together.

If you’re feeling the pinch, here are some basics you can be looking at over the weekend

15/05/2026

🚗 Double Delivery Day 🚗

🛑 Stop 1: Richmond
Met with a couple in their early 30s, newly married and about to take 6 months off to travel the world. We worked through:
🔷How their cashflow will hold up while they’re overseas
🔷How to structure their investments so their 3 future kids can attend Melbourne Grammar (yes… over $2.1m in school fees!)
🔷 What personal insurances they need in place as a safety net

🛑Stop 2: Oakleigh
Sat down with a couple in their late 50s who are gearing up for retirement. We worked through:
🔷How they can make work optional as early as next year
🔷 How proposed capital gains changes may influence their investment property strategy
🔷 How a few small tweaks to their super could save them over $3,000 in fees

Love being out on the road, seeing families in their homes and helping one Aussie family at a time!

12/05/2026

There's lots of mixed feelings around Australia about the budget released last night..

If you're feeling a little uneasy, remember:

🔹 These have not been legislated (YET!)
🔹 Your Financial Adviser and Accountant can hold your hand through these changes and help you to understand how it really impacts you.
🔹There is very little we can do to change these decisions; it's now in the hands of the Government.
🔹Take a deep breath and see how the coming weeks / months pan out. Do not make any panic decisions!!

17/04/2026

Unlike the elite selfie man Robert Rich CFP - Financial Adviser, I tend to forget the orange‑folder selfie moment... So I made sure to capture one this time! 🔷

I headed out to Bulleen today to present a plan to a couple in their early 50s who are thinking about buying their DREAM home.

We helped give them confidence:

🔷That they can confidently purchase their dream family home within the next 6 months 🏡
🔷That they have the option to keep their current home as an investment property 💡
🔷That they’re on track to fully retire by age 60 😎
🔷That they can gift their children $45,000 each in 10 years’ time 💰

If you’re unsure whether the ideas you’ve been considering are the right move for you, reach out for a chat.

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This information is general in nature and does not consider your personal objectives, financial situation or needs. Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.

25/03/2026

Special shout out to Belinda for so much fun today! Can't wait to see how the photos turn out 📸

Morph Studio


Robert Rich CFP - Financial Adviser

12/02/2026

Welcome to the team Daniel Ondaatje! Very excited to have you on board 🥳

🔸Introducing Daniel Ondaatje🔸

We’re very excited to announce we have brought Daniel into our team as a Client Service Associate. 🥳

Daniel has recently completed his Financial Planning studies at RMIT and has already hit the ground running!

We look forward to seeing his career flourish here at Unite Wealth! 🙌

06/02/2026

I love getting updates like this from families we work with!! We created an action plan together, Sally stuck to it, and now her and her kids are moving into a safe new home. Honestly, this is what it’s all about 🫶

Unite Wealth

04/02/2026

Happy birthday to us! 🥳

No better way to celebrate than planning for 2026 and setting some big goals — it’s exciting to see what the year has in store for us! 🚀

🔸Celebrating 3 Years at Unite Wealth🔸

Time is flying, we must be having some fun?!

Alexis and I are taking the day to celebrate and plan for the year ahead so we can continue to provide our brand of financial advice 👍

We’re very proud of what we’ve been able to build so far and it truly feels like we’re just getting started! 🙌

30/01/2026

If you're a parent wanting to send your children to private school - you may want to cover your eyes for this one! 🙈

Private school fees have risen about 7% this year alone.. With some schools hiking their fees by 10-18% 🙄

The most expensive school in Australia is Geelong Grammar, with the fees starting at $55,000 a year.. That's more than 1.2 MILLION dollars of school fees 🫠

If that didn’t send you running for the hills and private schooling is still the dream, it’s absolutely possible — you just need a plan. The earlier you start preparing, the easier it becomes. If you want to explore what that could look like for your family, I’m always up for a chat.

The fees at the most expensive Australian private schools are on track to double over 10 years. Where will it end, and will parents be deterred?

16/01/2026

A little snapshot of life lately — weddings, camping, beach days and plenty of time to recharge after a massive 2025.

Feeling refreshed, reset, and now officially back at my desk for 2026 ✅

If you’re looking to chat finances and get your plans in shape for the year ahead, feel free to reach out.