Reach out to begin your financial planning journey
Whether you have questions about our services or want to discuss your specific situation, we welcome your enquiry. Review our contact details below and reach out through your preferred channel.
Level 12, 456 Collins Street
Melbourne VIC 3000
Australia
Monday to Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
Our Collins Street office sits within Melbourne's central business district, accessible via multiple public transport options. Southern Cross Station and Flinders Street Station both provide convenient access.
Building security requires visitor registration at the ground floor reception. Please arrive approximately ten minutes before your scheduled appointment to complete check-in procedures. The reception team will direct you to our Level 12 office.
Visit our services page to select your consultation type and submit a booking request. We typically respond within one business day to confirm availability.
View Services and BookWe send a preparation checklist after booking confirmation. Generally, having recent bank statements, superannuation statements, and any investment documentation helps maximise our discussion time.
Yes, video consultations remain available for clients who prefer not to visit our office. The service quality remains identical whether meeting in person or online.
We recommend booking at least one week ahead for standard consultations. Comprehensive wealth assessments may require two weeks notice due to extended preparation requirements.
We accept bank transfer, credit card, and debit card payments. Payment is due at the time of booking, with full refund available for cancellations made at least 48 hours before scheduled appointments.