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Good tax planning doesn't happen once a year.
I help business owners, self-employed professionals and property investors look ahead, find legitimate tax-saving opportunities and make smarter financial decisions throughout the year.
How I Can Help
Tax, business and property decisions often overlap. The earlier you look at them together, the more options you may have.
Save on Tax
Are you making the most of the deductions and tax opportunities available to you?
- Home office, vehicle and travel costs
- Business expenses you may have overlooked
- Interest and finance costs
- Depreciation and asset purchases
- Rental property expenses
- Salary, drawings and dividends
- Year-end tax planning
Structure Smarter
Is the way you own your business and investments still right for you?
- Sole trader or company?
- How should you pay yourself?
- Should profits stay in the company?
- Business and ownership structure
- Buying assets personally or through an entity
- Property ownership considerations
- Planning before your circumstances change
Property & Investment
Thinking about your next property move?
- Buying your first rental property
- Growing a property portfolio
- Long-term rental vs short-stay accommodation
- Granny flat and part-home rental
- Interest and property expense deductions
- Rental losses and ring-fencing
- Tax considerations before buying, changing use or selling
Plan & Grow
Could better numbers help you make better decisions?
- Provisional tax planning
- GST and cash-flow planning
- Profitability and margins
- Major purchases and investments
- Hiring and business expansion
- Business vs property investment decisions
- Planning your next move before you make it
Choose the Support That Suits You
Start with a focused review, go deeper with a strategy session, or have ongoing planning support throughout the year.
| Tax Review $499 + GST · One-off | POPULAR Tax Strategy Session $699 + GST · One-off | Save & Grow Annual $2,999 + GST · Per year | |
|---|---|---|---|
| Find Opportunities | |||
| Review your current tax position | ✓ | ✓ | ✓ |
| Identify potential tax-saving opportunities | ✓ | ✓ | ✓ |
| Business expenses and deductions review | ✓ | ✓ | ✓ |
| Structure & Property | |||
| Salary, drawings and dividend considerations | ✓ | ✓ | ✓ |
| Business and ownership structure review | — | ✓ | ✓ |
| Property and rental tax planning | — | ✓ | ✓ |
| Major purchase and investment considerations | — | ✓ | ✓ |
| Plan Ahead | |||
| Personalised planning and next steps | — | ✓ | ✓ |
| Provisional tax planning | — | ✓ | ✓ |
| Pre-year-end tax planning | — | — | ✓ |
| Stay Supported Throughout the Year | |||
| Regular planning check-ins | — | — | ✓ |
| Tax, business and property questions throughout the year | — | — | ✓ |
| Ongoing business performance and cash-flow discussions | — | — | ✓ |
| Proactive planning suggestions throughout the year | — | — | ✓ |
| Planning time / support | 60 minutes | 90 minutes | Throughout the year |
Tax Review
$499
+ GST · One-off
Find Opportunities
- Review your current tax position
- Identify potential tax-saving opportunities
- Business expenses and deductions review
Structure & Property
- Salary, drawings and dividend considerations
Planning time: 60 minutes
POPULAR
Tax Strategy Session
$699
+ GST · One-off
Find Opportunities
- Review your current tax position
- Identify potential tax-saving opportunities
- Business expenses and deductions review
Structure & Property
- Salary, drawings and dividend considerations
- Business and ownership structure review
- Property and rental tax planning
- Major purchase and investment considerations
Plan Ahead
- Personalised planning and next steps
- Provisional tax planning
Planning time: 90 minutes
Save & Grow Annual
$2,999
+ GST · Per year
Find Opportunities
- Review your current tax position
- Identify potential tax-saving opportunities
- Business expenses and deductions review
Structure & Property
- Salary, drawings and dividend considerations
- Business and ownership structure review
- Property and rental tax planning
- Major purchase and investment considerations
Plan Ahead
- Personalised planning and next steps
- Provisional tax planning
- Pre-year-end tax planning
Stay Supported Throughout the Year
- Regular planning check-ins
- Tax, business and property questions throughout the year
- Ongoing business performance and cash-flow discussions
- Proactive planning suggestions throughout the year
Support throughout the year
Every situation is different. Advice is tailored to your circumstances and goals.
Not Sure Where to Start?
Tell me a little about your situation, and I’ll help you work out the best place to start.