UFS - Company Profile

Helping you get to where you want to be!

Know what’s really possible
Make informed financial decisions with confidence
Discover and achieve lifestyle choice and flexibility
Create a higher certainty of achieving your goals

Over 23 years of specialist financial advice for health professionals

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Testimonials

"Hope all is well. I have been meaning to email you to say that last year I paid off my house (thanks to you excellent financial advice!) and am now putting the extra money into superannuation as you suggested last time we met."
"Michelle became my project manager who kept everyone on track...She gave unprecedent support far beyond the usual role of a financial advisor. She was there to hold my hand...Click here to read more about Teresa's story"
"Thank you for making my transition to retirement so painless and for all the well researched advice you have given to us over the years – looking forward to working with you for many future years"
"Thanks so much for all your help. I am so thankful we're under your knowledgeable and protective wing. I feel confident and positive about the future in large part to your guidance and suggestions"
"After our meeting yesterday Peter and I realised (yet again!) how much we rely on your experience to help us enjoy our retirement..."
"Thanks Michelle, Your input and advice has been fantastic. We have put a lot of your suggestions to good use already. I look forward to hearing about any future workshops."

Company Profile

Unified Financial Services Pty Ltd is a privately owned boutique Financial Planning Firm located in Carlton, Melbourne Victoria.

With over 20 years of experience, we specialise in providing financial advice, structure and direction to senior health professionals.

We also take on a selection of project work for those people who are going through major changes in their lives.

Our main product and focus is to provide good sound advice, within the context of current legislation and your personal circumstances. The placing of investments is only one aspect of our service.

Our mission is to improve the lives of our clients.

General Advice Warning - Any financial advice contained in this website (or publication if applicable), is general in nature only as it has not taken into account your individual needs, objectives, or financial situation. You should take these matters into account before acquiring a financial product and you should obtain a copy of the Product Disclosure Statement (PDS).