(Existing Client) Review

1 hour ·

More info For existing clients to schedule their annual or bi-annual comprehensive review with their financial adviser. This appointment is all about staying on track. Your adviser will review your progress, help you stay accountable, and ensure your strategies continue to align with your goals and evolving needs.
Please note, this appointment type is exclusively for current financial planning clients. If you are a new financial planning client, please book our '(New Client) - Introductory Chat' appointment or contact our office on (07) 3812 1420. View less

(New Client) Introductory Chat - Phone

30 mins · Free

More info A complementary call with our Financial Planner to see how we can support you in achieving your financial goals. We will talk you through our process and fees as well as answer any burning questions you may have.

Generally, our clients come to us for advice and support with superannuation, personal insurance, wealth creation and cashflow management. View less

(Existing Client) Adhoc Consult - Phone

30 mins ·

More info For existing clients to schedule time to speak to their financial adviser about any concerns, post advice questions, provider queries, or personal updates they may wish to discuss etc. outside of their annual / bi-annual review meetings. View less

Individual Tax Return

30 mins · $210

More info Individual Tax Return - Salary and wages only. No rental properties or businesses.

PLEASE NOTE: Any tax return appointments made before the 21st of July may be subject to an amendment and additional fee View less

2x Tax Return

1 hour · $390

More info 2x Individual Tax Return - Salary and wages only. No rental properties or businesses.

PLEASE NOTE: Any tax return appointments made before the 21st of July may be subject to an amendment and additional fee View less

Tax + Investments

1 hour · $250

More info Tax return with investment property and/or shares. *Additional charges apply for multiple properties/investments.

PLEASE NOTE: Any tax return appointments made before the 21st of July may be subject to an amendment and additional fee. View less

2x Tax + Investments

1 hour · $470

More info Tax return with investment property and/or shares. *Additional charges apply for multiple properties/investments.

PLEASE NOTE: Any tax return appointments made before the 21st of July may be subject to an amendment and additional fee View less

Tax- More than 1 year

2 hours ·

More info Tax Returns for multiple years. Please include the outstanding years in the comments when prompted.

PLEASE NOTE: Any tax return appointments made before the 21st of July may be subject to an amendment and additional fee. View less

Tax Return with Business (Sole Trader)

1 hour, 30 mins ·

More info Individual tax return with sole trader/ABN income.

PLEASE NOTE: Any tax return appointments made before the 21st of July may be subject to an amendment and additional fee. View less

Company Tax Return

1 hour, 30 mins · $990

More info Company Tax Return - Starting at $990.00 View less

Partnership w/2 ITR

1 hour, 30 mins · $660

More info Partnership Tax Return including 2x ITRs - Starting at $660.00

PLEASE NOTE: Any tax return appointments made before the 21st of July may be subject to an amendment and additional fee View less

Trust w/2 x ITR

1 hour, 30 mins · $660

More info Trust Tax Return including 2x ITRs - Starting at $660.00

PLEASE NOTE: Any tax return appointments made before the 21st of July may be subject to an amendment and additional fee View less

BAS

30 mins · $200

More info Quarterly/Monthly BAS View less

Consultation

1 hour · $220

More info Consultation on various tax & accounting Matters. Please provide a brief description so that we may assist you. View less

Business Advice

1 hour · $220

More info Business Advice - Please provide a brief description so that we may assist you View less

New Entity Setup Consultation

1 hour · $240

More info Discuss relevant business structures for your new business View less

Xero Support

1 hour ·