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Elite Tax and Wealth Advisory

Designed for those in or nearing retirement, this session gathers details about income sources, lifestyle plans, aged care preferences, and estate considerations. We aim to understand your financial position and future needs. No advice or recommendations are made in this meeting.

While this session focuses on understanding your current position, we may also briefly touch on how we can help you build and manage your superannuation, pension, investments and insurances, and develop strategies to minimise tax, grow and protect wealth, project future income, and ultimately give you peace of mind, clarity, and control over your financial future.

Financial Planning: Initial – Retirement Planning (Recommended age: 65+)

Tax advice by phone for your current situation (e.g., CGT, rental properties). Individuals + Sole Traders Only

Tax advice by phone - Tandin

A short, no-obligation phone call to understand your financial goals, answer questions about our services, and see if we're the right fit to work together.

Financial Planning: 15-Minute Complimentary Discovery Call

Tax advice for your current situation (e.g., CGT, rental properties).

Tax advice in-person meeting - Kervin

Tax advice for your current situation (e.g., CGT, rental properties). Individuals + Sole Traders Only

Tax advice in-person meeting - Tandin

A review session designed for ongoing clients. We revisit your goals, assess progress, update strategies, and review your portfolio. We also consider any changes in your personal or financial circumstances. Updated advice may be provided if required.

Financial Planning: Annual Review – Existing Clients Only

As retirement approaches, this session helps clarify key needs such as income planning, superannuation balances, and lifestyle expectations. We also consider potential tax inefficiencies and future financial commitments. This is an information-gathering session only; no financial advice is provided.

While this session focuses on understanding your current position, we may also briefly touch on how we can help you build and manage your superannuation, pension, investments and insurances, and develop strategies to minimise tax, grow and protect wealth, project future income, and ultimately give you peace of mind, clarity, and control over your financial future.

Financial Planning: Initial – Pre-Retirement Planning (Recommended age: 50–65)

This structured conversation helps assess financial goals during the asset-building years. We explore income, expenses, family and lifestyle aspirations, and future priorities such as education funding, debt reduction, home upgrades, or career transitions. The aim is to identify planning needs and areas of opportunity. No advice is provided.

While this session focuses on understanding your current position, we may also briefly touch on how we can help you build and manage your superannuation, pension, investments and insurances, and develop strategies to minimise tax, grow and protect wealth, project future income, and ultimately give you peace of mind, clarity, and control over your financial future.

Financial Planning: Initial – Wealth Builder (Recommended age: 25–49)

Individual tax return for client with investment property.

Individual  tax return - rental property

Tax advice by phone for your current situation (e.g., CGT, rental properties).

Tax advice by phone - Kervin

Individual tax return - 2 clients

Individual tax return for sole traders.
- From $350

Individual tax return - soletrader

Estate planning

Exisiting clients with business such as ABN holders, soletraders, partnership, etc

Business client

Tax planning involves assessing your current situation and looking at 250+ tax minimisation strategies.
- From $250

Select a service

Elite Tax and Wealth Advisory

Services

Individual tax return - 1 client

Individual tax return - 2 clients

Individual tax return - rental property

Individual tax return - soletrader

Tax advice in-person meeting - Kervin

Tax advice in-person meeting - Tandin

Tax advice by phone - Kervin

Tax advice by phone - Tandin

Home loans

Tax planning strategies

Business client

Estate planning

Elite Tax and Wealth Advisory