Ready to transform your financial future? Here's how to reach us.
Level 12, 247 Collins Street
Melbourne VIC 3000
Australia
Appointments only. Please schedule via email first.
Monday - Friday: 9:00 AM - 5:00 PM AEST
Saturday - Sunday: Closed
After-hours consultations available by arrangement.
Select your service and complete our intake form. We'll be in touch within 24 hours to schedule your first consultation.
Start Your ConsultationWe conduct consultations via video call, in-person, or phone, depending on your preference and location. Most clients find video calls offer the best balance of convenience and effectiveness.
Most new clients are scheduled within 5-7 business days. If you have urgent financial decisions to make, let us know and we'll do our best to accommodate an earlier session.
Absolutely. We serve clients across all of Australia. Most of our work is conducted remotely, with in-person meetings available for Melbourne-based clients.
After you select your service, we'll send you a detailed preparation checklist. Generally, this includes recent bank statements, tax returns, and information about your financial goals.