Unite Wealth

03/09/2026

Dreaming about your Retirement?
Head over to our new Retirement Hub for some free resources to get you on track!

Unite [you-nite], verb To come together for a common purpose.

28/08/2026

If you're within a few years of stopping work, there's a good chance you've done the maths on your super and then wondered about one more piece of the puzzle.... The Age Pension. Will you qualify for anything? And if you do, does a part-pension actually make a difference once you've built up a solid asset base?

If you're within a few years of stopping work, there's a good chance you've done the maths on your super and then wondered about one more piece of the puzzle: the Age Pension. Will you qualify for anything? And if you do...

21/08/2026

If you're in your thirties or forties, earning well, and quietly wondering whether you should be doing something smarter with your money, this one's for you. Most people we meet at this stage aren't making bad decisions. They're just not making a decision at all about super

If you're in your thirties or forties, earning well, and quietly wondering whether you should be doing something smarter with your money, this one's for you.

14/08/2026

Just because you’re in an industry fund doesn’t mean your fees are automatically low. This recent comparison shows two industry funds side‑by‑side… and the fee difference is huge.

14/08/2026

It's the quiet question behind most first meetings we have with people in their late 50s and early 60s. You've worked hard, the mortgage is nearly gone, the kids are finding their feet, and there's a real number sitting in super. But the thought of turning off the salary and living off that balance is unsettling. What if it runs out???

It's the quiet question behind most first meetings we have with people in their late 50s and early 60s. You've worked hard, the mortgage is nearly gone, the kids are finding their feet, and there's a real number sitting ...

07/08/2026

You've got a bit of breathing room each month.. The mortgage is covered, the bills are paid, and there's some left over. Good problem to have. But it comes with a quiet worry a lot of families in their 30s and 40s share.. Am I putting this money in the right place?

You've got a bit of breathing room each month — the mortgage is covered, the bills are paid, and there's some left over. Good problem to have. But it comes with a quiet worry a lot of families in their 30s and 40s share:...

31/07/2026

If you've quietly told yourself "just one more year" (and then said it again the following year) you're in very good company. It's one of the most common things we hear from people in their late fifties and early sixties, and it almost never comes from someone who has done the numbers. It comes from someone who hasn't....

If you've quietly told yourself "just one more year" — and then said it again the following year — you're in very good company. It's one of the most common things we hear from people in their late fifties and early sixti...

22/07/2026

Wondering when you can actually afford to retire? A calm, plain-English look at the three numbers that decide it — and why seeing them on paper changes everything.

Wondering when you can actually afford to retire? A calm, plain-English look at the three numbers that decide it — and why seeing them on paper changes everything.

10/07/2026

Seeing our families save over $15,000 in tax from a few simple tweaks is such a great feeling. If you’re thinking about selling investments, make sure you chat with your Financial Adviser and Accountant first. A quick conversation can make a big difference to your tax outcome.