Personal Tax Planning & Advisory Prices

We understand that life doesn’t wait until tax season. Whether you’re managing your salary, buying your first home, planning for super, or thinking about your first investment, you deserve clear, trusted advice whenever you need it.

Our Prepaid Advisory Packages are designed to give you ongoing, personalised support without the stress of hourly fees. Book sessions as needed throughout the year — and if you don’t use them all, we’ll apply the remaining credit toward your tax return.

Simple, Flexible Support for Everyday Australians

Quick Advice Pass

Clarity for your first step or second opinion

475

2 x 60-minute sessions

Ask now, follow up later

Personal Tax & Finance support

Great for new life stages check in

Credit rollover if not used

✅ Best if you’re stuck and need quick clarity to act now.

Planning Boost

Tax, investment & business decisions made clear

675

3 x 60-minute sessions

Explore Tax, Investment, Business

Flexible support when life changes

Business start-up guidance

Share credit with family members

✅ Perfect for short-term goals like starting a side hustle or new investment.

Growth Pathway

Step-by-step guidance toward your financial goals

$1050

5 x 60-minute sessions

Goal-setting & tailored advice

Support for passive income plans

Transition from PAYG to business

Three Sessions

Tax return credit if unused

✅ Ideal for big picture thinkers who want strategic help across the year.

Each Session Includes:

Up to 60 minutes (Zoom, phone, or in-person)
Personalised tax or finance guidance
Support with salary packaging, super, deductions, investment questions
Follow-up email with checklist, resources or action steps (if needed)
Flexible scheduling anytime within 12 months

Validity:

BONUS

Unused Session Credits Applied for Tax Return

If you don’t use all your sessions before June 30, we’ll apply the remaining session value directly toward your personal tax return fee. No wasted value — just smart, flexible support.