Robert Rich Cfp® Email and Phone Number
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. robert@unitewealth.com.au0411 023 954
Unite Wealth
View- Website:
- unitewealth.com.au
- Employees:
- 2
-
Director And Financial AdviserUnite WealthMelbourne, Vic, Au -
Director & Financial AdviserUnite Wealth Jan 2023 - PresentChadstone, Vic, Au -
Director & Financial AdvisorEndorphin Wealth Management Jul 2019 - Jan 2023Melbourne, Vic, Au -
Financial AdvisorEndorphin Wealth Management Dec 2017 - Jun 2019Melbourne, Vic, Au -
Associate Wealth AdvisorEndorphin Wealth Management Apr 2016 - Dec 2017Melbourne, Vic, Au -
Finance OfficerBlueprint Group Australia Jan 2015 - Apr 2016Sydney, Nsw, Au -
Payroll OfficerBlueprint Group Australia Sep 2013 - Jan 2015Sydney, Nsw, Au -
Payroll ManagerThe Pancake Parlour Jan 2008 - Sep 2013Melbourne, Vic, Au
Robert Rich Cfp® Education Details
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Financial Planning AssociationFinancial Planning And Services -
Monarch InstituteFinancial Planning -
Swinburne University Of TechnologyAccounting And Marketing -
Mount Lilydale CollegeVce
Frequently Asked Questions about Robert Rich Cfp®
What company does Robert Rich Cfp® work for?
Robert Rich Cfp® works for Unite Wealth
What is Robert Rich Cfp®'s role at the current company?
Robert Rich Cfp®'s current role is Director and Financial Adviser.
What schools did Robert Rich Cfp® attend?
Robert Rich Cfp® attended Financial Planning Association, Monarch Institute, Swinburne University Of Technology, Mount Lilydale College.
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