Paul Nathan - BALPA

It has been an absolute breath of fresh air working with Kat and her team. They are extremely professional, but that also comes with an all-important human touch that plugs into my philosophies. This human touch also helps them develop a deep understanding of my clients’ objectives and aspirations, which is clearly evidenced in reports. It’s as if they had been sitting in the front room with me at the fact find meeting! I now spend far less of my time driving the shape and content of the report, trying to make sure everything is nailed down tight from an advice and compliance perspective. The email I receive from the Unity paraplanner immediately after submitting an instruction normally comes with a terrifyingly long list of questions. This is a good thing!!! Right up front it saves wasted time during the process. And it reassures me that they have thought of everything……and more. In fact, their input has on occasions changed my advice in a good way. Without doubt the best paraplanning outfit I have ever worked with. And I have been in this industry since God was a boy!

Rob Dew - Bright Financial Services

I have used Unity for a number of months now and have found them extremely helpful and approachable, their reports are accurate and an easy read for my clients. I would highly recommend using them.

Andrea Bourne - Four Seasons Financial Planning

We have been dealing with Kat for over 6 months now for both case checking and report preparation.  Her case checking is very thorough and the feedback she gives is clear, concise and useful. 

Kat is very easy to deal with and very helpful.   Her reports are easy to read and of a very high standard.  Kat is happy to discuss cases with us on the phone and is always a pleasure to deal with.  The referral workflow system that Kat uses is easy to use for messaging her and adding documents to. 

Murray McEwan - Flowers McEwan

Thanks Kat for the approachable, friendly and professional service provided by you and your team.  We have found that your technical expertise, thorough research and clear concise report writing style have really fitted in well with the service we seek to deliver to our clients.  We look forward to continuing our fruitful working relationship in the future.

John Thornton - Cansdales Ltd

I have recently engaged Kat of Unity Paraplanning to worth with  Cansdales Ltd in the report & research process. I have found her output to be of a high standard, and has been a great support to my business, being proactive and always able to put forward other ideas.