Unite Wealth
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REVIEWS

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Our client’s feedback is our oxygen! Their reviews give us the energy to jump out of bed every morning and to keep doing the thing that we love - providing Financial Advice! 


See below sample of the feedback we've received to date, and we look forward to adding more to the list in the months to come!

Stress Free

He Is The Real Deal

Stress Free

Robert was fantastic to deal with and explained things to me in an easy-to-understand way which made my experience very stress free and I would recommend his services to anyone looking for assistance making their money go further!

- Mitch R

Very Honest

He Is The Real Deal

Stress Free

Rob is fantastic to work with! Very honest with great insight & advice. I highly recommend Rob & the team!

- Samantha B

Really Helpful

He Is The Real Deal

He Is The Real Deal

Rob was really helpful in advising me on income protection insurance. He took the time to understand my personal situation and explained my options in a way that I could understand. Thank you, Rob!

- Jess F 

He Is The Real Deal

He Is The Real Deal

He Is The Real Deal

Robert has old school qualities and his passion for wanting to help individuals with their financial planning makes him stand out from the crowd. He is the real deal and I highly recommend catching up with him for a coffee and you will find this out for yourself.

- Kirill O


Extremely Helpful

Couldn't Be Happier

Couldn't Be Happier

Robert did an amazing job navigating my challenging insurance requirements. He was extremely helpful throughout the whole process.

- Anthony M

Couldn't Be Happier

Couldn't Be Happier

Couldn't Be Happier

Rob has been helping me with my finances for just over 12 months now and I couldn't be happier, he is a wealth of knowledge and is amazing at what he does

- Paul S

Eye For Detail

Couldn't Be Happier

Excellent Advice

Robert has managed our finances over the last 12 months as if they were his own. He has an eye for detail and is incredibly enthusiastic.

- Amara M

Excellent Advice

Couldn't Be Happier

Excellent Advice

Robert Rich provided me excellent financial advice and assistance in finding the right insurance for me. He was incredibly patient, and I'd recommend him without hesitation.

- Edward M

Nothing Is A Problem

Nothing Is A Problem

Nothing Is A Problem

Love working with Robert. He is highly skilled, practical and empathic. Nothing is a problem and he goes ‘above and beyond’. I have no hesitation in recommending Robert as an excellent financial advisor.

- Rebecca C

Genuine And Honest

Nothing Is A Problem

Nothing Is A Problem

My husband and I had a wonderful experience with Rob. He is genuine and honest. He has done amazing things with our finances to ensure our future is set up the right way. I highly recommend Rob, he is an expert in his field.

- Anthea S

Personalised Service

Nothing Is A Problem

Personalised Service

Rob and the wonderful team provide excellent service with the unique combination of award-winning professional insights, personalised service and real and genuine care about our future

- David K

Authentic

Nothing Is A Problem

Personalised Service

Fantastic to work with. Authentic and highly recommended

- Tania S

Actually Cared For

Kind And Considerate

Kind And Considerate

My wife and I have been fortunate enough to work close with Robert and he has been amazing. Its really special to feel like you are actually cared for and know I am in good hands with our plans. I recommend Robert and his team to anyone. Thank you again for making our experience so memorable.

- Pep K

Kind And Considerate

Kind And Considerate

Kind And Considerate

Rob has been amazing to deal with. He is so kind and considerate - especially recently when he developed a plan for my Mum who was struggling to live on a part pension. Rob has changed my Mum’s life, and mine! Thank you, Rob! We are forever in debt to you!

- Jen P

Empathetic

Kind And Considerate

Feel More Secure

I would highly recommend Robert Rich, he is the most honest, empathetic, and professional advisor and beautiful human being l have ever met.

- Jo E

Feel More Secure

Kind And Considerate

Feel More Secure

I am extremely happy with the attention and care Rob has provided us over the past 5 years. No query is too insignificant or small for his attention and his advice and management has certainly helped me become more confident and feel more secure about my future planning. Thank you, Rob!

- Tim M

Much Better Place

Totally Got Our Back

Much Better Place

I have no hesitation in recommending Rob to all my clients needing genuine care and understanding of their financial affairs in moving them to a much better place. Rob is the best.

- Jeff A

A Clear Plan

Totally Got Our Back

Much Better Place

Robert is fantastic. He helped me to clarify my financial goals and to put in place a clear plan to achieve them. He is a pleasure to work with and I highly recommend his services.

- Gerard P

Totally Got Our Back

Totally Got Our Back

Totally Got Our Back

We came to Rob after a disappointing experience with another financial planner - and he has blown our socks off! So glad we made the move, Rob genuinely cares about his clients and makes us feel like he's totally got our back.

- Amy M

Couldn't Be Happier

Totally Got Our Back

Totally Got Our Back

I've enjoyed absolutely top-notch professionalism and wealth of experience from Robert. Couldn't be happier.

- Daniel P

Exceptional Service

Patient And Friendly

Patient And Friendly

Rob and the team provide an exceptional service in taking care of my finances. They have made invaluable improvements to my superannuation, saving and investment strategies. I wish I had engaged Rob and the team years ago!

- Matt O

Patient And Friendly

Patient And Friendly

Patient And Friendly

Not only did you provide service with a smile, but you were so patient & friendly, it was absolute pleasure working with you. Your attention to detail was also second to none! I would highly recommend Rob!

- Ian K

Very Responsive

Patient And Friendly

The Best Options

Robert Rich has been nothing but pleasure to work with! He is very responsive, always willing to assist and provide advice and guidance on all things finance and wealth management!

- Mark V

The Best Options

Patient And Friendly

The Best Options

Rob has been great since taking over as our advisor. Always quick to respond to questions, he found the best options available for our family. Thanks Rob

- Adam F

Genuine Client Care

Delight To Work With

Genuine Client Care

We have been working closely with Rob for some 7 years now and he provides our clients with excellent service, professional advice and genuine client care. He is highly responsive, easy to deal with and always has a smile. We have no hesitation in recommending Rob to our valued clients.

- Dino C

Positive Vibe

Delight To Work With

Genuine Client Care

Rob has helped me learn so much about the financial game and am sure will help build my wealth in the future. Always happy to help and his general positive vibe is great to be around.

- Tom B

Delight To Work With

Delight To Work With

Delight To Work With

Rob was such a delight to work with, he made me understand the risk and process so well and very prompt to respond to my queries.

- Ruchi A

Very Happy

Delight To Work With

Delight To Work With

Robert was very professional and easy to talk to , he answered all our questions and since setting up our new superannuation fund and investment fund we have made money. Very happy thanks Robert.

- Justin V

Genuine Interest

A Comprehensive Plan

Goes The Extra Mile

Rob is always a delight to chat to. He takes a genuine interest in me and what’s happening in my life, ensuring he understands where I’m at and what my priorities are.

- Catherine L

Goes The Extra Mile

A Comprehensive Plan

Goes The Extra Mile

Robert is great to deal with, couldn't be happier with his services goes the extra mile to help out, 10 stars from me.

- Danny W

A Comprehensive Plan

A Comprehensive Plan

A Comprehensive Plan

Robert and the rest of the team were great to deal with and developed a comprehensive plan that was easy to understand. Could not speak more highly of them.

- Mark E

Extremely Thorough

A Comprehensive Plan

A Comprehensive Plan

Excellent service very friendly and knowledgeable staff. Robert in particular has been excellent and extremely thorough. Highly recommended for any financial planning and wealth disposition.

- Nick L

Infectious Attitude

Professional Attitude

Infectious Attitude

Rob has a great personality and infectious attitude. His staff are fast and efficient. We are grateful to Rob and his team for setting us up for success.

- Andrew W

Above And Beyond

Professional Attitude

Infectious Attitude

Rob went above and beyond for us, answering any question we had, big or small. He offered us invaluable advice which gave us the confidence to build our property portfolio. Highly recommended!

- Ben W

Retirement Plan

Professional Attitude

Professional Attitude

Having just retired with an investment property, Rob and the team not only set up my retirement plan but also enabled a sizeable tax return. I could not be happier.

- Ian A

Professional Attitude

Professional Attitude

Professional Attitude

I found Rob and his team through a Facebook Noticeboard and we couldn't be happier! Always available to answer our questions and meet with us with his cheerful and professional attitude. We highly recommend!

- Karen T

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Unite Wealth

1341 Dandenong Road, Chadstone, VIC 3148

0411023954

Copyright © 2023 Unite Wealth - All Rights Reserved.

AUTHORISED REPRESENTATIVE OF LIFESPAN FINANCIAL PLANNING PTY LTD ABN 23 065 921 735

AUSTRALIAN FINANCIAL SERVICES LICENSE 229 892

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