Investment Packages

No surprises we can work in your budget

Starter

  • Compliance services
  • We check the accuracy of your records
  • We help you file your tax returns

starting from

$200+ GST/month

to the value of $2400+

Bronze

  • Compliance Services
  • Taxation Planning
  • Wealth Creation
  • Risk Management
  • Inclusive of all the services provided in Starter Package

starting from

$300+ GST/month

to the value of $3600+

Silver

  • Use of Technology (Xero, MYOB, BankLink etc)
  • Management Accounting
  • Management Advice
  • Quarterly (3 month) Review with clients
  • Finance Management / Business growth (making money work for you)
  • Inclusive of all the services provided in Bronze Package

starting from

$500+ GST/month

to the value of $6000+

Gold

  • Business Development / Improving Value of clients business
  • Succession Planning / Retirement Planning
  • Personal and Business Coaching for Work / Life Balance
  • Portfolio management / Helping clients manage investments
  • Inclusive of all the services provided in Silver Package

starting from

$1500+ GST/month

to the value of $18,000+

For assistance to select which plan is right for you, please fill out obligation-free enquiry form.

One of our friendly team will be in touch to discuss your requirements.

Email: patelpike@patelpike.co.nz or enquire now