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Financial Planning
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(Existing Client) Review
1 hour
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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.
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(Existing Client) Review
(New Client) Introductory Chat - Phone
30 mins · Free
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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.
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(New Client) Introductory Chat - Phone
Free
(Existing Client) Adhoc Consult - Phone
30 mins
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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.
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(Existing Client) Adhoc Consult - Phone
Accounting & Tax
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Individual Tax Return
30 mins · $210
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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
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Individual Tax Return
$210
2x Tax Return
1 hour · $390
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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
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2x Tax Return
$390
Tax + Investments
1 hour · $250
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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.
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Tax + Investments
$250
2x Tax + Investments
1 hour · $470
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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
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2x Tax + Investments
$470
Tax- More than 1 year
2 hours
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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.
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Tax- More than 1 year
Tax Return with Business (Sole Trader)
1 hour, 30 mins
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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.
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Tax Return with Business (Sole Trader)
Company Tax Return
1 hour, 30 mins · $990
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Company Tax Return - Starting at $990.00
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Company Tax Return
$990
Partnership w/2 ITR
1 hour, 30 mins · $660
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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
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Partnership w/2 ITR
$660
Trust w/2 x ITR
1 hour, 30 mins · $660
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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
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Trust w/2 x ITR
$660
BAS
30 mins · $200
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Quarterly/Monthly BAS
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BAS
$200
Consultations
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Consultation
1 hour · $220
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Consultation on various tax & accounting Matters. Please provide a brief description so that we may assist you.
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Consultation
$220
Business Advisory & Establishment
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Business Advice
1 hour · $220
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Business Advice - Please provide a brief description so that we may assist you
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Business Advice
$220
New Entity Setup Consultation
1 hour · $240
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Discuss relevant business structures for your new business
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New Entity Setup Consultation
$240
Xero Support
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Xero Support
1 hour
Xero Support
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Booking at Growth Focus
Growth Focus Consulting
Ground Floor, 114 Brisbane Street
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