What We Offer

We provide planning expertise that will assist you in setting up a compliant and easy-to-use Private Health Service Plan.

  • An arrangement of a health plan that includes terms and conditions relevant to your situation.
  • Assistance in the enrolment and bookkeeping with relevant government programs.
  • A training session for your bookkeeper, once the plan documents are prepared, to review the program and to orient self-administration. We assume this session is done in our offices.
  • Support by telephone for the year following the establishment of the plan to assist you in plan management.
  • A plan review after the first plan year to see how the administration is being done and to offer advice if required.
  • Simple forms for you to use (paper or electronic) to administer the health plan. The administration system will be easy to follow while creating a paper trail that supports the tax position of the plan.
  • Sample employee communication material to assist you in disseminating the plan details to all eligible employees.
  • Tax research on health plans, to assist you in evaluating your tax position and the tax fundamentals of a health plan.

No On-Going Fees

We charge a one-time fee based on the number of staff members who will be eligible for the program at the time of Plan Set Up. Currently, the fees start at $750+gst for companies with 1-2 employees. There are no ongoing admin fees or annual filing fees. We do not charge for our plan review at the end of your first plan year.


Let’s talk about what a PHSP could mean for your business