Unite Wealth

14/10/2026

🔶 2026 IFA Award Finalists 🔶
They say good things come in threes..
In our third year, we celebrate being announced as a finalist in three different categories for the 2026 IFA Excellence Awards:
1️⃣ Client Servicing Company of the Year,
2️⃣ Adviser of the Year - Vic (Robert Rich), and
3️⃣ Network Impact Adviser of the Year (Robert Rich)
Robert Rich CFP - Financial Adviser and Alexis Kavaliotis - Financial Adviser will be dusting off their formal wear and heading up to Sydney in December to see if we can bring another trophy home for the cabinet 🤞

09/10/2026

If you're in your fifties or early sixties, the kids are finding their feet and you're starting to wonder whether you could ease off work sooner.

Someone mentions "putting more into super" and suddenly you're hearing two terms that sound almost identical: concessional and non-concessional. Which one is for you? Does it matter? It does, and it's simpler than the names suggest.

If you're in your fifties or early sixties, the kids are finding their feet and you're starting to wonder whether you could ease off work sooner. Someone mentions "putting more into super" and suddenly you're hearing two...

10/09/2026

Do you plan in advance or leave everything to the last minute? 🤔
Our Pre-Retirement Checklist is here to provide you with the timeline of what you should be doing, from 10 years out, through to the week you actually stop work. ✅

Your Retirement Runway Checklist Before You Stop Work

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.