Service Description

Analysis of household income, obligations, expenses and assets and liabilities and therefrom detailed budgeting guidance relative to your savings goals. Inclusive of supplementary tax advisory where additional taxation benefits can be identified in review. Available face to face within the Scenic Rim, Gold Coast and Southern Brisbane service areas. Alternatively Facetime, Microsoft Teams, Skype, WhatsApp and Zoom available for all other areas. SMS / iMessage / Email / Website document submission facilities and support services also available. Additional budgeting software (App and PC) inclusive of live bank feeds, data analysis and detailed reports to monitor ongoing progress available for additional $10.00 per week. Includes supplementary email of proceedings and advice.

Cancellation Policy

Payments and deposits are fully refundable if non attendance / cancellation is advised 12 hours prior to appointment. Cancellations received with less than 12 hours notice will result in the deposit proportion of the payment being held as a credit to reduce total fee upon reschedule. All amounts exceeding deposit amount will be refunded in the above scenario.

Contact Details