Unified Wealth - Gisborne, Victoria

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Unified Wealth is a reputable financial consultancy firm located in Gisborne VIC 3437, Australia. The company specializes in providing financial planning, investment services, life insurance agency, and superannuation consultancy. Their services are well-regarded, with an average rating of 5/5 based on 18 reviews on Google My Business.

Address:

Gisborne VIC 3437, Australia

Phone:

494111790

Website:

unifiedwealth.com.au

Specialties:

• Financial consultant
• Financial planner
• Investment service
• Life insurance agency
• Superannuation consultant

Other points of interest:

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Toilet
• Appointment required
• Appointments recommended

Unified Wealth is known for its excellent customer service, as demonstrated by the positive reviews. Clients have praised Joel, a representative of the company, for being a wealth of information and providing first-class advice tailored to individual investment preferences. The company is highly recommended for anyone in need of financial guidance and planning services.

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"summary": "Unified Wealth is a financial consultancy firm specializing in financial planning, investment services, and more, with a 5/5 average rating.",
"keywords": ["financial consultant", "financial planner", "investment service", "life insurance agency", "superannuation consultant"],
"word_count": 997,
"quality_score": 9,
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"language_used": "en"
}

👍 Reviews of Unified Wealth

Rohan C.

5/5

Joel was a wealth (pardon the pun) of information to me and my partner. He considered our situation and provided first class advice, working within our own investment preferences. I will certainly be recommending family and friends to Unified Weath for advice and guidance. Thanks Joel.

Naomi H.

5/5

We got in contact with Joel to help us with our life insurance and superannuation. He was thorough, informative and kept us in the loop with how everything was progressing. It was all very stress free! We highly recommend Joel and Unified Wealth.

Pauline B.

5/5

I found that joel was clear in delivery of information and options, and when asking for clarity was able to clarify satisfactorily. Joel was great to work with, very responsive and supportive in navigating options, understanding finance speak and never rushing to get the process completed. Very much working at my pace.
I highly recommend joel as a competent professional, and approachable financial advisor.

Abby L.

5/5

Could not recommend Joel & his services more highly, after recently assisting our family he's left us feeling confident moving forward in all areas of our finances. Great communication, made sure we understood everything & no question was left unanswered! Looking forward to working with Joel for many years to come.

megan J.

5/5

I got in touch with Joel from Unified Wealth to help manage an inheritance and set up my accounts, Joel was fantastic and worked with me to reach to my goals, highly recommend using Unified Wealth

Charlie M.

5/5

Our experience with Unified Wealth and particularly with Joel, has been both educational and beneficial.We feel more secure dealing with someone as knowledgeable as Joel, and the best thing is Joel is a great bloke as well.With something as important as our financial future, we are more than satisfied.
Highly recommend Joel and Unified Wealth.
Charlie and Margaret Mangion.

Sahil B.

5/5

I've known Joel for years, and I was thrilled to see them start their own financial planning business. He brings a wealth of knowledge and a genuine passion for helping others achieve their financial goals.
The level of professionalism and care Joel provides is unmatched. Whether you're looking to invest, save for the future, or need guidance on financial decisions, Joel's the person you want in your corner. Highly recommend!

Cynthia

5/5

I gained a lot of confidence and a better understanding of my finances after meeting with Joel. He offers a range of different services and areas of expertise, and I look forward to engaging Joel in the future. Highly recommended!