Unified Wealth

Unified Wealth Unified Wealth is a financial planning firm servicing Macedon Ranges and Melbourne.

Our mission is to give clients and their loved one’s peace of mind and the confidence that comes with being financially secure. The information in this page and the links has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or le

gal advice. You should, before you make any decision regarding any information, strategies, or products mentioned in this page, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, together with the Target Market Determination (TMD).

Retirement is a significant milestone, marking the transition from full or part-time work to a new phase in life. It is ...
08/03/2026

Retirement is a significant milestone, marking the transition from full or part-time work to a new phase in life. It is a journey that requires careful consideration, foresight and a lot of planning.

Our tailored retirement advice process is:

✅Understand where you are now

✅ Identify where you want to be with clear goals, and any roadblocks

✅ Research, strategy, and projections to determine the right advice for you

✅ Implement the strategies to meet your retirement goals

With the right strategy, retirement doesn’t have to follow a traditional timeline.

We work with motivated clients who are planning for the option to retire earlier, reduce work, or reach financial independence well before what used to be considered “retirement age.”

If you have any questions, please use the link in our bio to book a discovery call 📆

In recent years, Exchange Traded Funds also known as ETFs have surged in popularity. Whether you are new to investing or...
15/02/2026

In recent years, Exchange Traded Funds also known as ETFs have surged in popularity. Whether you are new to investing or looking to build a more diversified portfolio, ETFs can offer a simple and cost-effective way to access a broad range of investments.

In our recent blog we explain what an ETF is, how they work, and what you should know before investing in one. We will also explain the basics of ETFs, why they are often used in long-term investment strategies, the benefits they offer and some of the risks involved.

https://www.unifiedwealth.com.au/learn/understanding-etfs

16/12/2025
16/12/2025
16/12/2025

Address

Level 2/15 Goode Street
Gisborne, VIC
3437

Opening Hours

Monday 8am - 5am
Tuesday 8am - 5am
Wednesday 8am - 5am
Thursday 8am - 5am
Friday 8am - 5am
Saturday 8am - 11am

Telephone

+61494111790

Website

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