The Financial Planning Association of Australia The Financial Planning Association of Australia

Grant Homes, CFP®


Name Grant Homes, CFP®
Company Unite Advisory
Address 133 West High Street
Coffs Harbour, NSW 2450
Phone 02 6568 2300
Website https://uniteadvisory.com.au/

Hi, my name is Grant and I am a Financial Adviser at Unite Advisory.

It is a real privilege to do what I do. I get to use my education and experience to help people every day.

I help people make financial decisions and create personalised plans for them to achieve their goals. That’s pretty cool right?

When dealing with clients. I follow 2 core principles

1.Have a client focus. Having a client focus means providing goals-based advice. It’s about taking the time to really understand my clients, their goals and what is really important to them.

2. Act honestly and be upfront. I deal with my clients the same as I would my family and friends.

Following these principles allows me to build trusted ongoing relationships with my clients.

If you would like to know more about me, please get in contact.

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