Unite Advisory

Unite Advisory Pty Ltd began operations in Bowraville in 1979. The firm introduced financial planning in 1989. In 2010, it joined forces with Countplus Pty Ltd. The firm expanded through acquisitions of firms across Coffs Harbour, Port Macquarie, and Valla in 2013. Unite Advisory is an Authorised Representative of Count Financial Limited.

It works with medical professionals and construction sectors, including pharmacies, dental clinics, doctors, allied health services, construction, property development, manufacturing, fuel stations, rental retail stores, and farming. Unite Advisory operates three locations: Coffs Harbour, Port Macquarie, and Macksville. It provides accounting, financial planning, SMSF, and lending services.

First-home buyers sit at the centre of many accounts left for this Coffs Harbour practice, which reviewers describe as handling lending and broader financial matters with equal care. Grant is named repeatedly for guiding purchasers through the process, beginning with a borrowing capacity assessment so budgets and repayments were clear before a property was chosen, then arranging access to a government guarantee scheme and, in one instance, a loan structured to avoid lenders mortgage insurance despite complicating factors.

Lisa-Maree earns consistent acknowledgement for financial planning that takes time to grasp individual objectives and sets out considered options matched to them. Victoria is credited with enthusiastic, thoroughly researched tax work that delivered a favourable outcome, alongside communication that was easy to follow. Steven Cork and Tracey Mackey are thanked by name for sustained support of a couple's finances.

Something that features in review after review is advice that is practical, plainly explained and centred on the client's needs without any sense of haste. Reviewers also highlight reliability, timeliness and professionalism spanning home loans, planning, accounting and superannuation, plus work with local businesses and community organisations. Many of these relationships have lasted years, with clients returning as circumstances change and attributing their stronger financial position to the firm.