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The WealthStart Package.

WealthStart is a service developed specifically for recent dental graduates. It brings together a suite of key services that build a solid foundation for a lifetime of wealth accumulation and preservation. Wherever you plan to go in your professional and personal life, WealthStart will help to take you there.

So, what does the WealthStart package include?

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Sole Trader

$350 + GST per month

Registration of GST and ABN.

Tax return prepared and lodged.

Personally tailored wealth creation strategies.

Access to in house finance specialists with dental specific finance packages.

4 x BAS completed and lodged.

Setup with business Xero file and 1 hour training package.

Personal strategy and budget to get into your first, or next home sooner.

Two meetings a year with your dedicated client advisor to ensure your financial goals remain on target.

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Employed Dentist

$900 + GST per annum

Tax return prepared and lodged.

Personally tailored wealth creation strategies.

Access to in house finance specialists with dental specific finance packages.

Personal strategy and budget to get into your first, or next home sooner.

Two meetings a year with your dedicated client advisor to ensure your financial goals remain on target.

You'll also get complete access to an expert team of accounting professionals.

Advisory
Professional advice

Exclusive wealth and superannuation seminars, dental-related industry experts, news & updates and professional advice on salary packaging and salary sacrificing options.

We tailor our wealth creation strategies, specifically designed to help you grow your wealth.

Tax
Expert knowledge

As we are experts in accounting and taxation services. We can complete and lodge your tax returns.

We provide advice on investment properties and negative gearing strategies and we specialise in online wealth education resources including RP Data, Australia’s largest property research database, helping you make an informed decision when looking to purchase your first home.

Super
Strategic ideas

We can create strategic superannuation strategies and planning, specific to your circumstances.

We also offer unlimited access to the C&N Mobile App, bespoke finance advice and tailored recent graduate risk advice.

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Your total investment for all of these services is just
$350 + GST per month as a sole trader or
$900 + GST per annum as an employed dentist.   

Find out more
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