Have questions about our services? Ready to start your financial journey? We're here to help.
Level 12, 345 Collins Street
Melbourne VIC 3000
Australia
Please note: We operate by appointment only. Our office is not open for walk-ins.
Monday - Friday: 9:00 AM - 6:00 PM AEST
Saturday: 10:00 AM - 2:00 PM AEST
Sunday: Closed
All consultations are scheduled in advance via our booking system.
Email inquiries are answered within one business day. Service bookings receive confirmation within 2-4 hours during business hours.
Here are answers to questions we hear most often:
Use the service selection form on our homepage or services page. Choose your preferred service, provide your details, and we'll contact you within a few hours to schedule your session.
We don't offer free discovery calls, but all our paid services include satisfaction guarantees. If you're unsure which service fits your needs, email us and we'll provide guidance.
Absolutely. All our services are delivered via video call, so location doesn't matter. We work with clients across Australia and internationally.
After booking, you'll receive a simple questionnaire and a list of helpful documents to have available. Nothing complicated, just basic financial information.
We provide financial education and planning guidance, not tax advice. For specific tax questions, we recommend consulting with a registered tax agent.
Located in Melbourne's CBD, our office provides a professional environment for in-person consultations when preferred. However, the majority of our clients choose the convenience of video sessions.
Public transport access: Tram routes 11, 12, 48, and 109 stop within 100 meters. Southern Cross Station is a 5-minute walk.
Don't wait for the perfect moment. Start building your financial foundation today.
Book Your Session