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Connect With Us

Reach out to discuss your financial priorities

Office Location

We serve clients throughout Melbourne and surrounding areas. Consultations available in person or via video conference.

Melbourne, Victoria

Australia

Email

For inquiries, service questions, or to schedule a consultation, send us a message.

We typically respond within 24 hours during business days.

Working Hours

Consultations are scheduled by appointment to ensure dedicated time for your financial review.

Monday – Friday

9:00 AM – 5:30 PM AEST

Saturday

10:00 AM – 2:00 PM AEST

Sunday

Closed

What Happens After You Reach Out

Once we receive your inquiry, here's what to expect:

  1. Initial Response – We'll acknowledge your message within one business day and ask any clarifying questions about your needs.
  2. Service Match – We'll confirm which service best addresses your situation and provide any additional details you need.
  3. Scheduling – We'll propose available time slots for your consultation, typically within 7-14 days depending on current demand.
  4. Preparation – Before your session, we'll send a brief questionnaire to maximize consultation efficiency.
Professional team meeting in modern office

Common Questions

Do you offer free initial consultations?

No. Every consultation involves preparation, analysis, and actionable recommendations, which requires billable professional time. Our fees reflect the value delivered, not sales pitches disguised as free advice.

Can consultations happen remotely?

Yes. We conduct sessions via secure video conference for clients who prefer remote meetings or live outside Melbourne's central areas.

What should I bring to a consultation?

Recent statements for all relevant accounts, tax returns from the past two years, and any existing financial plans or investment reports. We'll send a detailed checklist after scheduling.

Do you work with clients outside Melbourne?

Yes, we serve clients throughout Australia. Financial strategies may vary slightly by state due to different regulations, but core principles remain consistent.