Robert Rich, CFP®

Unite Wealth is not your typical financial advice firm.

We are a family-owned company, focused on you and getting the right team of professionals around you and your family! Our vision is to provide the highest calibre of service while also supporting charities working with kids with disabilities.

We have the education and experience to help you to navigate your way through all of life’s ups and downs. Some of our career highlights to date include:
- Mentoring a high-income earner to pay down their bad debt and gain control of their cashflow,
- Supporting a young family to buy their first investment property with future plans to subdivide,
- Providing a couple in their late 50s the clarity that ‘work is optional’ for them moving forward,
- Helping couples build their property portfolios with the benefits of Trusts and SMSFs where appropriate to slash their tax bills, and
- Assisting retired couples to consider intergenerational wealth and their ability to establish a family legacy.

Behind the scenes, my wife and I live with our three boys in Melbourne’s Outer-East and we invest in property and shares ourselves.

If you have questions about your situation, please feel free to reach out for a confidential discussion about your story and your plans for the future.

[email protected]
0411 023 954

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