Bring Your Plan to Life Through Our Ongoing Financial Management Service
From experience we know clients are more likely to achieve their goals when they engage in our ongoing Financial Management Service.
It's through our ongoing relationship that we bring your plan to life.
The Value of Ongoing Financial Advice
Feedback about our Annual Planning Meeting Process (APM) and Overall Service
APM PROCESS: Excellent - all goals achieved and our queries answered, felt very comfortable with all planning decisions. Thank you Brett for a very thorough meeting. OVERALL SERVICE: Excellent service - always follow up to phone call and emails are acted promptly and full advice given. Keep up the good work!
Unified Financial Services Awards Dinner
2012 was a huge year for Unified Financial Services, incredibly taking out 3 major awards in the financial planning industry.
Apart from being acknowledged by our peers as a leading Financial Planning Practice in Australia, in 2013 we also celebrated 50 combined years of experience in delivering advice!
We could not think of a better way to celebrate but with our clients, who make it all possible, by hosting a dinner and dance.