Financial Planning at Unified Financial Services

Learn more about us and hear from our clients.

 

Investment Philosophy at Unified Financial Services

In this video, Senior Financial Adviser Lisa Haley talks about the 4 Key Ingredients to our Investment Philosophy.

 

Aged Care Financial Planning Advice

A transition to aged care can be difficult to plan, both financially and emotionally. The system is complex, rushed, stressful and the rules are changing. Hear from our Senior Adviser Lisa Haley talk about how we work through this with our clients.

 

Financial Planning for Widows

Financial planning changed Teresa's life, she has bravely shared her story in the hope others seek guidance if they are feeling overwhelmed.

 

Clients we work best with

Here from our Practice Manager, Karolina Samborska, talk about the types of clients we achieve the best financial planning outcomes for.

 

Michelle Tate-Lovery Female Excellence in Advice Finalist Video

At the 2011 Association of Financial Advisers Award ceremony, as a finalist, Michelle Tate-Lovery had the opportunity to be interviewed about why she is passionate about being a financial adviser, and why she fundamentally believes financial planning is important for everyone.

 

Michelle Tate-Lovery interviewed by Sky Business News

"Your Money, Your Call - Retirement", topics include: financial planning philosophy, how the industry has changed, investment and asset allocation, 18/10/13