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“10 STRATEGIES TO REDUCE YOUR TAX & BOOST YOUR ASSETS”

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Increase
your profits

Pay less tax

Greater
peace of mind

Why work with us?

  • You get regular pro-active reviews, check-ins and recommendations
  • We look for ethical ways to reduce your tax burden
  • Improve your lifestyle and profitability
  • You get a plan for your business to grow
  • Monthly fees quoted in advance to ease cashflow

We specialise in working with

Business
Owners

Medical
Professionals

Irish
Expats

Just a few of our happy clients…

How it works in three easy steps…

STEP
01

To take the first step to secure your financial future and lifestyle, click on the LET'S CONNECT button below and send me your details.

STEP
02

I’ll schedule in a FREE 30 minute discovery call so I can assess where your business is at, devise some specific strategies for improvement and describe my “working with me” process.

STEP
03

We then execute on a tailored plan through regular meetings, to get you on top of your finances and put you on a road to success, building the business and life you and your family deserve.

Start your business and lifestyle transformation right now.

LET'S CONNECT

Silver

  • Financial Statements
  • Income tax returns
  • Unlimited emails and phone calls
  • End of year tax planning meeting
  • Annual ASIC company statement
  • Assistance with Business Activity Statements

From

$350 + GST per month

(min 12 months)

LET'S CONNECT FOR SILVER

Gold

    Everything in Silver PLUS:

  • Xero and “know your financial reports” training
  • Quarterly management reports and strategic planning meeting
  • Quarterly cashflow forecasting, business performance dashboards and scenario planning*
  • *Includes annual cashflow software subscription (value $720)

From

$600 + GST per month

(min 12 months)

LET'S CONNECT FOR GOLD

Platinum

    Everything in Silver PLUS:

  • Xero and “know your financial reports” training
  • Monthly management reports and strategic planning meeting
  • Monthly cashflow forecasting, business performance dashboards and scenario planning*
  • Profit consulting
  • *Includes annual cashflow software subscription (value $720)

From

$900 monthly plus GST

(min 12 months)

LET'S CONNECT FOR PLATINUM

*SMSFs from $150 + GST per month (min 12 months)

**Virtual CFO Services from $350 + GST per hour

Can’t find anything suited to your business needs?

We’ve got you covered. Click the “Let’s Connect” button and let us make a custom package that you will love.

LET'S CONNECT

Hear from our happy Clients

Let me help you

Don’t keep going around in circles, that’s just crazy.

I’d love to help you focus on what really matters to you so you can grow your business, with higher profits, less tax, and greater peace of mind.

LET'S CONNECT