WHO WE ARE
At Unite Advisory, we believe in building lasting relationships entrenched in trust, professionalism and integrity.
We pride ourselves in providing quality advice for our clients to help them achieve their business goals, assist with their taxation compliance and find solutions to tax effectively grow and protect family wealth. A proud Authorised Representative of Count Financial Limited, we provide financial planning advice on superannuation, retirement, investments, insurance and aged care, along with mortgage broking, meaning Unite Advisory is your specialist one stop firm for accounting, taxation, business and financial advice.
Our focus is on understanding your goals, helping you make meaningful decisions today that shape a financially secure tomorrow.
OUR SERVICES
We help you understand your business compliance obligations and provide tailored financial and tax solutions to drive growth.
- Business Service Advisory
- Business Valuations
- Compliance and Tax Planning
Whether you are preparing for retirement or growing your investments, we will help you stay on track and achieve long-term financial stability.
- Superannuation and Retirement
- Investment Portfolio and Strategies
- Aged Care
- Personal Insurance
We will help you with the ongoing compliance management of your SMSF . Our experts will work closely with you and provide guidance through every phase.
- SMSF Establishment & Trust Deed Updates
- Annual Tax Return Preparation
- Pension Establishment and Management
- SuperStream Compliant Rollovers
- Setting up LRBA
We will understand your needs, asses your borrowing capacity and guide you throughout the application process. Whether be buying your dream home, scaling your business or investing in properties, we will help you secure the loan that best fits your needs.
WE WORK WITH
Pharmacies
Dental Clinics
Doctors
Allied Health Services
Construction
Property Development
Manufacturing
Fuel Stations
Rental
Retail Stores
Farming
Three Locations, One United Front
Coffs Harbour
(PO Box 1122) 226A Harbour Drive, Coffs Harbour NSW 2450 AUSTRALIA
02 6651 5999
Port Macquarie
(PO Box 339) 14 Short Street,
Port Macquarie NSW 2444 AUSTRALIA
02 6583 5377
Macksville
(PO Box 168) 7 Cooper St,
Macksville NSW 2447
AUSTRALIA
02 6568 2300
TESTIMONIALS
My late husband and I have had the pleasure of working with Hilary at Unite Advisory for many years. Her expertise and thoughtful advice have been invaluable in helping us navigate complex financial decisions and maximise our retirement wealth. Through smart strategies and careful timing, she has ensured we are in the best possible position. As a result, I can now move forward with peace of mind, knowing that I will be financially stable as I continue my journey through retirement.
Her dedication, professionalism, and genuine care have made a significant difference in our lives. I am forever grateful for her support and would wholeheartedly recommend her services to anyone seeking a knowledgeable and compassionate financial adviser.
We recently had the pleasure of working with Unite Advisory to set up our accounting system using Xero Accounting. The team at Unite Advisory helped us establish a new payroll system and provided timely training on the use of time saving features including auto super and linking Xero directly to the tax office for efficient lodgement of BAS and weekly Pay Runs.
We are grateful for their assistance and highly recommend their services to any business looking to enhance their accounting processes using Xero Accounting.
We have been clients of Unite Advisory since 1999, and the team has consistently provided outstanding service across tax, financial planning, and mortgage broking. All staff are extremely friendly, helpful, and knowledgeable. I really appreciate their collaborative and holistic approach—having all my financial needs taken care of in one place gives me great peace of mind. I highly recommend their services!
We have had the pleasure of working with Dee for several years now, preparing and lodging our annual tax returns at Unite Advisory. Dee is very personable, knowledgeable, and helpful in all aspects of tax relating to our business. She shows genuine interest in how the business is tracking, and is happy to answer any questions or concerns that may arise during the year. We appreciate the continuity her service has provided us, and genuinely look forward to our annual catchup when it comes to tax time. Not only is Dee a great accountant, she is also a lovely person.
We highly recommend Dee and the staff at Unite Advisory for quality, timely and professional service with a smile 😊
WE ARE ASSOCIATED WITH
