Suite 4, 255 Whitehorse Road, Balwyn VIC 3103

Your Personal Service Plan​

Here's Your Personal Service Plan, Jane.​

Believe or not, paying tax is typically a good thing. It means you’ve made money through personal exertion, a great business venture, a fantastic investment, etc. The reality of life in Australia is we are a tax paying nation, however paying more tax than required is something clients of Kidmans Partners are never subjected to due to our integrated service offering and our high credentialled tax experts. We are here to help and a senior member of our team will contact you within one business day to discuss further.

Based on your answers

You want to ensure you are not subjected to more taxes than required as you pass through the stages of your financial journey. You are seeking tax expertise to legally minimize your tax position as much as possible.

Pre-Retiree

Running Out of Money

Within 2 Years

Your Personalised Plan

Services Matched to Your Life Stage

Based on your answers, here’s what we recommend. Services are ordered by priority.

Start here

Highest impact for your situation

Priority

Kidmans Partners Service

Tax Planning & Structuring

Use tax-efficient structures and strategies within an overall financial plan.

Kidmans Partners Service

SMSF & Superannuation Planning

Build and manage an effective retirement and superannuation strategy.

Investment Strategy Review

Review portfolio alignment, diversification and long-term objectives.

Recommended

Commonly needed at your stage

Personal Cash-Flow & Asset-Protection Review

Create a clearer picture of cash flow, risk and financial resilience.

Kidmans Partners Service

Personal Insurances Review

Review personal insurance options

Also consider

May become relevant at a later stage

Kidmans Partners Service

Finance & Lending

Support for lending and property-finance decisions.

Kidmans Partners Service

Estate & Legacy Planning

Coordinate the financial elements of your long-term estate and legacy plan.

Next Steps

What Happens Next

Here's exactly what to expect after submitting your enquiry.

We Review Your Enquiry

Within one business day, a senior member of our team will review your submission and identify the right specialist to respond.

We Schedule a Discovery Call

We’ll reach out to confirm a time that suits you for a no-obligation discovery call — typically 20–30 minutes.

We Present Your Options

Following the call, we’ll outline a clear proposal — what we recommend, why, and what it will cost. No pressure, no jargon.

TRUSTED IN MELBOURNE AND AUSTRALIA-WIDE

Real Results. Real Clients.

Don't take our word for it. Here's what our clients say about working with the Kidmans Partners team.

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Chris Hitching profile picture
Chris Hitching
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We've been clients of Kidmans for many years, most recently working with Pravneel and his team. Kidmans has helped us tremendously from both a business and personal accounting and tax perspective. I have particularly valued and appreciated the time Prav has taken to understand our business and circumstances, to enable him to provide really good, targeted advice. I would highly recommend.
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Danny Suleiman profile picture
Danny Suleiman
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Exceptional Service and Outcome. From the very start of preparing a budget to best strategies to secure a home Prashneel of Kidmans Partners was with us. He was really on our side and assisted in the many details of obtaining a mortgage. I recommend him very highly. Daniel Suleiman
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Forrest Gump profile picture
Forrest Gump
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I have dealt with Prashneel for years now and he has always been diligent and reliable. Thanks for you service
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Amy Johnston profile picture
Amy Johnston
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Prashneel was fantastic to work with and helped me achieve a great outcome :-)
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Janet Acintya profile picture
Janet Acintya
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Prashneel was amazing, he was very courteous, he listened to our needs and very honest feedback. He offered few solutions to help us finding the right decision. His communications throughout the process was absolutely above and beyond. I would definitely recommend him to everyone I know.
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Johnny Raath profile picture
Johnny Raath
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Neel was very professional and efficient with the whole process. Made everything go smoothly. I would highly recommend Neel for any future purchases. I'll be directing my family and friends to Neel to sort their housing finances out.
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Bethany Henry profile picture
Bethany Henry
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A very professional and knowledge firm. I have been dealing with them for over 10 years and always very happy with their service, advise and friendly team.
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Lana Burton profile picture
Lana Burton
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Super helpful and timely home loan advice :)
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Ashene Ranasinghe profile picture
Ashene Ranasinghe
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My wife and I were considering refinancing our home loan for a while given the uncertain nature of the interest rate forecast in the upcoming months. When we approached Prashneel, our goal was to find a package that is better than our current one, and not only did Prashneel managed to do that but he also superseded all our expectations. He has a broad knowledge of the field and the professional advice offered to us through out the process eliminated any doubt that we had initially about this move. In summary, we would recommend his services to anyone without any hesitation.

TAKE THE FIRST STEP

Not Sure Where to Start? Let's Talk.

Use the service finder above, or book a no-obligation discovery call directly with our team. We'll listen first, then tell you exactly how we can help.

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