Accountants • Planners • Superannuation
Our team is here to support yours
Here at Unite Advisory, we pride ourselves on giving the highest level of personalised service to each and every one of our clients. We are here to help all our clients grow with certainty.
As a boutique agency, across 3 offices (Coffs Harbour, Macksville, Port Macquarie) and a proud Authorised representative of Count Financial Limited, Australian Financial Services Licence Number 227232, our team thrives on dedicating and tailoring solutions to suit our clients’ needs.
We also pride ourselves on the highest standards of professionalism possible, so please ask us how we can start making a difference to your financial future.
What our clients are saying
We have nothing but praise for Hilary. Her expertise, integrity & professionalism is second to none and nothing is ever too much trouble. We believe she has a genuine interest in achieving the best results for her clients. Hilary has our complete trust and respect and we are absolutely comfortable in the knowledge that she is always working towards the best financial outcomes for us.
Grant takes the time to understand your needs and gets on with solutions or ideas
We have always been very satisfied with the service and advise we have been given by Tracey. We are only a very small investor but we have always felt valued.
The level of care and compassion has been amazing.
Our adviser is fantastic, very approachable and has excellent communication skills. Any query we have had has been answered very quickly and professionally, we feel very lucky we have found such a great adviser, that we can trust.
He comes highly recommended and you get a feeling of trust once in conversation with Grant.
We like the professional manner that matters are dealt with. We never feel pushed or pressured. We appreciate the friendly manner of Tracey and the office staff. Tracey is prepared to “go the extra mile”. This has been quire literal sometimes in that she has travelled a distance to suit our needs for a meeting. We cannot speak too highly of Tracey and the service she gives. Thank you for the opportunity to say so.
I am extremely happy with the quality of service, professionalism, knowledge and friendliness of Grant my advisor. I couldn’t ask for anyone better. 10+ score
Great bunch to deal with, very responsive and always friendly
Contacting support staff is always a pleasure, and our needs are quickly and efficiently met.
I have been with the company for many years and I’m totally satisfied with all products and customer service.