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

With over 28 years of experience, we specialise in providing fee for service financial life planning advice, structure and direction to health professionals and we also take on a selection of financial project management for those people who are going through major changes in their lives.

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

Life is certain to change. We are experienced and well qualified financial planners who facilitate successful life stage transitions. When change happens, we help you reassess your plan, understand your choices and decide on your destination with clarity.

  • Aged Care Financial Planning
  • Business Consulting
  • Career Change
  • Estate Management
  • Divorce or Ending a Relationship
  • Planning for Children
  • Retirement Advice
  • Relocation & Expats
  • Loss of a Partner
 
 
 
Unified Financial Services Certified Financial Planner
Unified Financial Services FPA
 
 

Find out how Financial Planning can help you in each stage of your life with our interactive Life Planning Wheel. 

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Take our 5 Minute Financial Health Check Assessment Questionnaire and help us provide you with the best service for your needs. 

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