Unite Advisory in Coffs Harbour, New South Wales | Property

Unite Advisory

Locality: Coffs Harbour, New South Wales

Phone: +616568 2300

Address: 133 West High Street 2450 Coffs Harbour, NSW, Australia

Website: http://www.uniteadvisory.com.au

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• Property
• Accountant
• Mortgage brokers
• Financial planner

25.01.2022 Its so wonderful to be able to give back to our community through donations and sponsorship. Heres one of our sponsored touch teams.... Looking good girls - love those purple singlets! We hope you enjoyed your season

25.01.2022 With interest rates at an all time low and a panel of Lenders this extensive, it is the perfect time to call for a loan review. Lets Chat ! Coffs Harbour - 6651 5999 Port Macquarie - 6583 5377 Macksville - 6568 2300

24.01.2022 Personal insurance is often overlooked as just another expense, but have you considered how you will handle the financial burden when life throws you a curveball? With personal insurance in place, you can be sure that when the unpleasant and unexpected surprises in life arise, you and your family will be protected. Book a FREE appointment with one of our Financial Planning team to discuss your options !!

24.01.2022 With the final touches going onto our Coffs Harbour office today, we are excited to share with you soon !

24.01.2022 We are now a registered COVID Safe business - just a little more peace of mind when you want to discuss all of your accounting, financial planning and mortgage broking needs. Lets chat.

23.01.2022 We make it priority at Unite Advisory to ensure our staff feel valued and supported. It was a given that in the current situation with the fires that we did just that. Lovely words from one of our team. We support our team and our community !!

22.01.2022 We love nothing more than giving back to our community. When we heard on Hit105.5 Coffs Coast this morning supplies were needed for our amazing fire fighters, we wanted to help. With staff contributions and a call out to the amazing team at Affordable Wholefoods Coffs Harbour we were able to drop this off to All Office & Business for delivery !!! Thanks to the team at Unite Advisory, to Affordable Wholefoods Coffs Harbour, and All Office & Business, but most of all THANKYOU t...o the fire fighters and volunteers who are pushing themselves to the limits to protect the community. We are behind you ALL !!! See more

20.01.2022 The New Year can be a great time to re-evaluate things. Your Home Loan is a great place to start !!!! Give Catherine Moss a call for a FREE Home Loan check.... 02 6651 5999 See more

20.01.2022 Now is the time to consider tax planning before the end of the financial year Having a tax plan in place will help arrange your financial affairs to keep your tax to a minimum giving you more opportunity to spend your money wisely elsewhere. You could invest it into your super, reduce your home loan or even deposit it into an investment property. For both small and large businesses it is very helpful as reducing the tax you are paying can help you achieve your business goals... faster. When you have a tax plan as the owner of a business, you can lower the amount of taxable income, gain more control of when taxes are paid and reduce the rate of tax. If you would like to know more about how you can manage your tax more efficiently, whether you own a business or are a private individual give us a call on 6651 5999 today for your first consultation at our cost.

20.01.2022 With the flu season on the way its important we all work together to reduce the spread of germs. As you would know, COVID-19 is fast spreading at the moment and causing chaos. If you have any questions regarding this virus the NSW Health website, linked below, details the symptoms and provides some advice and guidance for avoiding it. All our offices are still open, however, for the health and safety of our staff please do not come in if you are unwell, have to self isolate, or have been in contact with a confirmed coronavirus case. We do have online meeting facilities available so give us a call to make an appointment or alternative arrangements. As always, your first consultation is at our cost. https://www.health.nsw.gov.au//dise/Pages/coronavirus.aspx

18.01.2022 ***CHANGE TO OPERATIONS*** As were sure many of you are, we are taking each day as it comes here at Unite Advisory, reviewing our decisions daily and trying to adapt to new ways of servicing our clients. The health and wellbeing of our staff, their families and our clients are paramount. Following the Governments recommendation last night to increase our vigilance in social distancing and to work from home where ever possible, we have today made the decision to close our of...fices to the public for an indefinite period. Our phones will continue to be answered and our staff will continue to work, many from home. We will be accessible by phone, email or video conferencing to help guide and advise you through these unprecedented conditions. We are sure you understand, and appreciate, the necessity for the decision. Please stay healthy and safe. #stopthespread #keepyourdistance

17.01.2022 Did you know that rules for Financial Advisers are changing? Financial Advisers are now required to have approved University Degrees, including focused study on Ethics and Professionalism. While many Advisers in the industry are now scrambling to meet these new requirements, our advisers are already there. Are you interested in planning your financial future? ... Let's chat. Click here to book an appointment with Grant or Hilary in either Coffs Harbour or Macksville: https://app.acuityscheduling.com/schedule.php?owner=20295012

17.01.2022 While not taking anything away from our male colleagues, todays the day to recognise our amazing female workforce. Unite Advisory has a large percentage of independent and strong female employees. Every single one of our awesome female employees has helped shape and steer our business over the last few years into what it is today and for that we thank you.... #internationalwomensday #IWD2020 #womeninbusiness #unite

16.01.2022 And thats a wrap....... Unite Advisory Coffs Harbour has arrived !! Thank you to the amazing team from One Printing & Signage + Canvas Prints Coffs Harbour who have transformed our 3 locations. Thank you to all our amazing clients who have been patient with us while this has all been happening. We are sure you will agree, the change is definitely worth it.

16.01.2022 With more challenging months ahead, we wish to inform that Unite Advisory is still up and running and will be accessible by phone, email or video conferencing to help guide and advise you through this pandemic. If you need to drop off or pick up anything from the office, please call ahead so we can organise a safe transition for everyone. We appreciate how patient and cooperative our staff and community have been in adapting to these new changes together as a team. ... #stopthespread #keepyourdistance Coffs Harbour Chamber of Commerce #Coffsharbourchamberofcommerce

16.01.2022 With our farmers doing it so tough at the moment, our Macksville team donated $1000 to Rural Aid Australia which was put towards purchasing bales of hay to feed stock. We are so pleased to have The Count Charitable Foundation on board who dollar matched that amount with another $1000 !!!!

14.01.2022 We are please to provide you all with more information on the JobKeeper legislation which has now been passed by government and received Royal Assent on 9 April 2020. Whilst some details are still to be announced, specifically in respect of business who have to apply for the Commissioners discretion, we thought that it was important that our clients have the most up to date information as it stands. Please see attached a very useful summary from the National Tax & Accountants... Association regarding the eligibility criteria for you, your business and/or employees. With the hasty introduction of such ground breaking legislation certain details will still emerge in the next week. The most important thing to note is that enrolments open on 20 April 2020, and to receive the first two fortnights of JobKeeper payments you must be registered by the end of April 2020. The Unite team is here to help your business in this complex and confusing time. When enrolments open you can enrol your own business to receive the Jobkeeper Payments through the ATO (using your myGovID). By doing so you are declaring that your business turnover has satisfied the turnover test. If you dont have myGovID setup yet, go to: https://bp.ato.gov.au/ If you would like us to assist you or enrol on your behalf you must contact your manager by email before next Wednesday 22nd April 2020. As part of Unite assisting you we will need to discuss, help calculate or receive verifiable figures to confirm that your business meets the decline in turnover test. As always we hope that you are keeping safe and that the Unite team can help you continue to navigate through these challenging times. For further information including Frequently Asked Questions please refer first to the following links, and note that they are being updated regularly: https://www.ato.gov.au/General/JobKeeper-Payment/Employers/ https://treasury.gov.au/coronavirus/jobkeeper

12.01.2022 The lovely Deb from our Port Macquarie office helping to feed all the amazing firefighters and volunteers who are working so hard on the fires !!

12.01.2022 The Count Charitable Foundation has done it AGAIN !!! Another dollar matched amount, donating another $1229 to The Cancer Council. Well done to The Unite AdvisoryAdvisory team who raised the initial $1128.55 with our Biggest Morning Tea bake sale in Macksville

11.01.2022 A good news post! Its always nice to be able to support the local communities - even more so in the current environment! Thanks to our association with the Count Charitable Foundation, Unite Advisory has been fortunate enough to donate $2,500 each to the Sawtell Surf Life Saving Club and the Macksville Scotts Head Surf Life Saving Club.... These clubs provide such a valuable service for our residents and for the tourists who like to enjoy this beautiful piece of the world and we are so pleased to be able to give a little to help them continue providing this service.

10.01.2022 HAPPY BIRTHDAY! Did you know that this month marks the one year anniversary of our new brand??!! 12 months ago we decided to refresh and refocus our business - no better reason to celebrate!... Shout out to HooRai Balloons and Macksville Ex-Services Club for the balloons & cake in Macksville, and to Jaids mum for the delicious cake in Coffs Harbour.

10.01.2022 Here at Unite Advisory we love nothing more than to give back Our own Craig Miles, walked for The Black Dog Institute recently with his Uncle Henrik Kristensen and raised an amazing $1229 The Count Charitable Foundation has dollar matched that amount, donating another $1229 Well done Craig and Henrik and thank you to The Count Charitable Foundation

10.01.2022 With life starting to return to a somewhat ‘normal’ state, Unite Advisory is also returning to more normal operations. Our offices are open again, with most staff now back in the office and taking face to face appointments. Of course we are still more than happy to conduct business over the phone or internet if that’s your preference. Safety of our staff, our clients and community is priority so please don’t be offended if we ask about your state of health prior to a meeting, or when we don’t shake hands. For your protection, please understand that we may also need to reschedule appointments at short notice if our staff are unwell. Please don't hesitate to pick up the phone - let’s chat.

07.01.2022 With life starting to return to a somewhat normal state, Unite Advisory is also returning to more normal operations. Our offices are open again, with most staff now back in the office and taking face to face appointments. Of course we are still more than happy to conduct business over the phone or internet if thats your preference. Safety of our staff, our clients and community is priority so please dont be offended if we ask about your state of health prior to a meeting, or when we dont shake hands. For your protection, please understand that we may also need to reschedule appointments at short notice if our staff are unwell. Please dont hesitate to pick up the phone - lets chat.

06.01.2022 Due to the current bushfire emergency in the Nambucca region, our Macksville office will be closed Monday and Tuesday this week. We have staff who are heavily impacted by this emergency situation along with clients. Our thoughts are with everyone at this very stressful time. All phones will be directed as normal through our switchboard to Port Macquarie and Coffs Harbour offices. Any further closure we will advise via FB. Stay safe everyone ....

06.01.2022 Unite Advisory is pleased to announce we are now a MYOB Diamond partner !!!! Only the best for our Clients.

05.01.2022 Our experience lender Catherine Moss is available to explore the best financing options to get you closer to your goals.

05.01.2022 A huge shout out to Hemmingways Bar & Grill in Nambucca. A much needed end of financial year gathering for our team and this was the perfect location. Great atmosphere, great service and great food. Highly recommend the Banoffee Pie ... https://www.thecubananambucca.com.au/eat-drink/

05.01.2022 Instead of sending our clients Christmas cards this year, we donated $500 to Westpac Life Saver Rescue Helicopter. Staff at Unite Advisory support this cause all year but wanted to donate a little extra this year ! Count Charitable Foundation dollar matched it so we are proud to say that $1000 went to such a worthy cause. Stay safe this festive season !!!!

03.01.2022 Wishing all our wonderful clients a very Merry Christmas!! Our offices will re open Monday 6th January at 8.30am Stay safe and enjoy the time with your loved ones and friends!!

02.01.2022 Over the past six weeks, the world has experienced the greatest disruption to economic activity since the end of World War II. But despite the grim economic data, major share markets (for example, Europe and the US) have recovered around 60% of their losses since reaching their peaks in late February. This type of recovery shows why its important to not lose sight of the bigger picture try to look beyond the emotion and noise conveyed in daily media reports and remain focused on your longer-term objectives. Panicking, or trying to time the market, could have just cost you 60%. The attached is some general information around market volatility. Our Financial Advisers would love to work with you to achieve your bigger picture. Lets chat. Call today for an initial no obligation no cost meeting.

01.01.2022 Your first meet and greet meeting is at our cost !!!! Once we have a better understanding of the complexity of your situation and the services you are seeking, we will provide you with a quote. Lets Chat Coffs Harbour - 6651 5999 Port Macqaurie - 6583 5377... Macksville - 6568 2000 See more