Alexis Kavaliotis - Financial Adviser

21/10/2026

Double delivery day! ✅✅

Out on the road today presenting financial plans to two families at completely different stages of life.

👨‍👩‍👧 A young family planning for a home upgrade, Catholic school fees, investing for the future and ultimately achieving early retirement.

👴👵 A couple in their mid-60s wanting to know if they can finally finish work and enjoy retirement without worrying about running out of money.

One of the best parts of this job is helping people answer life's biggest questions...

What stage of life are you planning for right now? 🤔

12/10/2026

Don't take our word for it, this is what our clients are saying about us 🤩
Every week we're delivering valuable advice to our clients by saving them fees, reducing their tax bills and getting their lazy money working harder!
If you're feeling like your finances could be doing better, reach out for an obligation free initial conversation with one of our advisers to set yourself up for the future 🥳

09/10/2026

Feeling incredibly grateful after a beautiful few weeks in Europe celebrating our wedding and honeymoon. Here's a quick snapshot of our big fat Greek wedding. Now back as a Mrs and into work again. Excited to reconnect with everyone! 🩷 🧡

29/08/2026

Trading my orange folder selfies for wedding photos and honeymoon snaps 💍✈️

I’ll be back Monday 5th October. Until then, Robert Rich CFP - Financial Adviser and the Unite Wealth crew will take great care of you.

See you soon with a new surname!! ☺️

22/07/2026

Great to get out to Ray White Real Estate - Ferntree Gully this week to present at their Money Masterclass. Robert Rich CFP - Financial Adviser and I shared ideas on budgeting, investing, superannuation and insurances.

If you're looking for an adviser who will provide value to your team, reach out for a chat

10/07/2026

You should have seen the smile on their faces when we showed the $15,000 tax savings.... priceless 🥰

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.

26/06/2026

Loving the most recent Rethinking Retirement Report by CFS.. A couple of interesting findings:

🔷 There’s a four-year gap between aspiration and reality: Australians want to retire at 62 but expect to work until 66.
🔷 Australians expect they will need over $1 million to retire comfortably.
🔷 When it comes to retirement, the most common concerns is not having enough money to live comfortably.

Do you have an adviser on your team who can guide you through retirement and show you what your reality is?

12/06/2026

Did you know, that over the next 5 years, we expect 98 Australians to retire every working hour... If you're one of those 4,000 Aussies per week making the transition, we can help you through this process

22/05/2026

Cashflow has been a big theme in my conversations lately. Many families are feeling stretched, and more often than not, it comes down to one thing.... no budget.

So we’ve been working through their cashflow together.

If you’re feeling the pinch, here are some basics you can be looking at over the weekend

15/05/2026

🚗 Double Delivery Day 🚗

🛑 Stop 1: Richmond
Met with a couple in their early 30s, newly married and about to take 6 months off to travel the world. We worked through:
🔷How their cashflow will hold up while they’re overseas
🔷How to structure their investments so their 3 future kids can attend Melbourne Grammar (yes… over $2.1m in school fees!)
🔷 What personal insurances they need in place as a safety net

🛑Stop 2: Oakleigh
Sat down with a couple in their late 50s who are gearing up for retirement. We worked through:
🔷How they can make work optional as early as next year
🔷 How proposed capital gains changes may influence their investment property strategy
🔷 How a few small tweaks to their super could save them over $3,000 in fees

Love being out on the road, seeing families in their homes and helping one Aussie family at a time!