Reach out to discuss your financial planning needs
We maintain office hours for consultations and inquiries throughout the week. Initial contact is best made via email, and we typically respond within one business day.
Level 8, 120 Collins Street
Melbourne VIC 3000
Australia
Monday - Friday: 9:00 AM - 5:30 PM AEST
Saturday: By appointment only
Sunday: Closed
Send us an email outlining your situation and which service interests you. We'll respond with available consultation times and any preliminary information we need from you.
Our first meeting focuses on understanding your current position, goals, and concerns. We gather relevant financial information and begin forming a picture of your situation.
We analyze the information gathered and prepare tailored recommendations. These are presented in a follow-up session where we discuss implementation strategies.
Our office is located in Melbourne's central business district, easily accessible via public transport. The building entrance is on Collins Street, with visitor parking available at nearby facilities.
For first-time visitors, we recommend arriving a few minutes early to allow time to navigate to our suite on the eighth floor.