Monthly Pricing Plans
Take a look to see which package best suits your needs:
Single
A complete package to support you in establishing your financial foundations.
$175/month
- Annual BAS
- Up to 25 bookkeeping transactions /month
- Annual financial statements & tax return
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- —
Couples & Families
A complete package to support you and your family along your journey.
$250/month
- Quarterly BAS
- Up to 125 bookkeeping transactions /month
- Annual financial statements & tax return
- Quarterly management report and call
- —
Pre-Retirees / Retirees
A complete package to support you in achieving your desired retirement goals.
$495/month
- Monthly or quarterly BAS
- Up to 250 bookkeeping transactions /month
- Annual financial statements & tax return
- Monthly management report and meeting
- Dedicated account manager
The possible number of columns in a table can be from 2 to 5.
Core Features
- BAS preparation and lodgement
- Transactions per month
- Complimentary training
- Year end tax planning review
- Management reports and meetings
- Multi-language
- Dedicated account manager
Basics
Offload your admin!
$250/month
- Annual
- up to 25
- —
- —
- —
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Freedom
Freedom to focus
$600/month
- Quarterly
- up to 125
- —
- Quarterly + call
- —
Drive
Focus and grow
$1300/month
- Monthly or quarterly
- up to 250
- Monthly + meeting
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No matter what stage of your financial life your are in, we can help you make the most of what you have!