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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
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Recent Blogs

Business News
TaxWise From the ATO Check your PAYG instalments Now is a good time to check that your business’ PAYG instalments still reflect the expected end-of-year tax liability. If your business’ circumstances have changed and you think you will pay too much (or too little) in instalments for the year, the instalments can be varied on… Continue reading Business News
Individual News
TaxWise Stage 3 personal income tax cuts redesigned The changes to the Stage 3 personal income tax cuts — to take effect on 1 July 2024 — announced by the Government earlier this year are now law. Broadly the changes amend the previously legislated tax cuts to: The tax-free threshold of $18,200 is unchanged. The… Continue reading Individual News
Successor Director Solution: Business as Usual
Caution: Having a Sole Director in a company without a backup plan is just not prudent. It leaves the company vulnerable to numerous threats.In Australia, there are approximately to 3 million corporations, many of which are used by small businesses for trading, and others which serve as trustees for discretionary family trusts or self-managed super… Continue reading Successor Director Solution: Business as Usual
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02 9189 3075