Unified Financial Services Pty Ltd is a privately owned, boutique Financial Planning Firm located in Carlton, Melbourne Victoria.
With over 28 years of experience, we specialise in providing fee for service financial planning advice, structure and direction to health professionals.
We also take on a selection of financial project management for those people who are going through major changes in their lives.
We provide strategic financial advice on a wide range of areas including:
- Aged care financial advice
- Defined superannuation
- Estate and intergenerational financial planning
- Financial advice for widows
- Personal and business insurance advice
- Investment advice
- Planning for retirement
- Salary packaging
- Self funded retirees
- Small business financial advice
- Wealth accumulation
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.