WHAT'S INCLUDED *

GST & BAS Preparation & Lodgement
Quarterly Business Review & Analysis
Tax Planning
Business & Entity Tax Return Preparation & Lodgement
Financial Statement Preparation & Lodgement with Accounts Presentation
Quarterly Management Meetings
Individual Tax Return Preparation & Lodgement
Fringe Benefits Tax Return Preparation & Lodgement
Annual Payroll & PAYG Payment Summary Preparation
Work Cover, Payroll Tax & Staff Super Support & Assistance
Tax Query Assistance
Corporate Secretarial Support
ADMINISTRATION
Xero Subscription
Access to MyKearney Online Client Portal
Ongoing Xero Support

STARTER

Summary
 
 
 
 
 
 
 
 
 
 
 
 

STANDARD

Detailed
 
 
 
 
 
 
 

ENHANCED

Detailed
 

CUSTOM

 

† All prices exclusive of GST and subject to change.

* Services subject to reasonable limits. Prices may vary based on the complexity of your circumstances.

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Financial Planning Services Overview


When we say we provide personalised advice, we mean personalised. We know that no two people are identical and that means your strategy should be as unique as you are. At Kearney Financial Planning, your recommendations and statement of advice will be custom tailored to suit you and only you.

Since 1998, our multi award-winning firm has provided highly individualised, fully comprehensive and completely integrated financial planning solutions.

At Kearney Financial Planning, we know that building and maintaining a financial plan is much more involved than just ‘handling’ your money; it’s helping you to reach the most important pinnacles, protect yourself against potential pitfalls and shape the course of your future. 

Our highly trained planners provide personalised advice and strategies that help you build your wealth, protect yourself and your family, deliver peace of mind and allow you to begin living the life you’ve imagined.

Named Victorian Practice of the Year in 2012, Australia's National Practice of the Year in 2011, Victorian Adviser of the Year in 2010 and Practice of the Year in 2008, Kearney Financial Planning has been recognised, time and again, for its ongoing commitment to the highest standard of personalised care.



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We have found the Kearney Group to be of the highest integrity and calibre. Their advice is based around a long term set of goals individualised to our specific circumstances which are regularly reviewed.


Charles Bendrups & Jan Batty

With Us Since 1989

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