WEALTH PLAN
SUPPORT PACKAGES
We’re your personal FINANCIAL COACH!
Most people these days have a personal trainer / coach and pay at least $500/month for the privilege.
At Growth Prof, we’ll help you to become FINANCIALLY HEALTHY FOR LIFE for less than the cost of a personal fitness trainer.
| SERVICES INCLUDED | Compliance | Advice Plus | Virtual CFO |
|---|---|---|---|
| Unlimited Phone / Email Support | Standard (48 hours) | Moderate (next day) | High Priority (same day) |
| Freedom Plan Update | Annual | Annual | Half Yearly |
| Portfolio Snapshots | Annual | Half Yearly | Quarterly |
| Transactions per annum (e.g. fund switches, rebalances, withdrawals) | 1 | 3 | 3 |
| Online access to your portfolio via client portal |  |
|
|
| Active monitoring of your investment portfolio’s research status | |
|
|
| Will review services | |
|
|
| Home Loan review service | |
|
|
| Annual Financial Plan Review | |
|
|
| Quarterly Education Newsletter | |
|
|
| Quarterly Wealth Webinars | |
|
|
| Half Yearly Financial Plan Review | |
|
|
| Share Trading: Same Day Execution | |
|
|
| Interim review in the event your circumstances change | |
||
| Exclusive Economist & Fund Manager invitation only presentations | |
||
| Share Trading: Priority / Instant Execution | |
||
| $150 p/month + GST | $250 p/month + GST | $450 p/month + GST |
Why Choose us
15+ years of tax experience
Tax Practitioners Board registered
Guaranteed fixed price
We simplify the complex
Australian certified accreditations
Guaranteed delivery times
Certified by
WHAT OUR CLIENTS SAY
We are more than accountants. We are known for working closely with our customers to help them achieve the result they want. We do this through
Andrew waas
Charitha was very helpful with completing my tax return and also provided advice to maximise my return. He was very attentive to detail and kept me up to date throughout the process. Also, the online experience was seamless with regards to providing information and reviewing and signing documents. Highly recommend!
Archana Jayaranjan
Best Financial Services for Business and Individual. Very understanding and easy to approach. Quick response in any accounting and Taxation related queries. We are really happy with his and his team’s services and looking forward continue for the future too.
Dhaval Mehta
As a small business owner, every dollar counts, and I am very pleased with the results I received from working with Char and Growth-Prof. Five stars!
Hemanta At Yolmo
I highly recommend Char for his attention to the little details, clear communication, speedy deliver of the papers.
James Richardson
They not only do your tax, but they are giving you valuable insights and advice as well. I bought my investment property based on their bits of advice which gave me significant tax benefits during the last few years. Highly recommend the Growth Prof team! Thank you, Guys!
Prashan Jayasundera
Nothing is as important as time is for me. Charitha took the time to educate me and advised me on many things in regards to small business and tax return. Highly recommended service!
Qanitaz Event Solutions
Charitha and his team did a great job with helping me with my tax returns for my florist business. Charitha was efficient and explained things well. I highly recommend their services. Thanks so much Charitha.
Sarah Deaker
