Reach out to discuss your financial goals or ask questions about our services
Level 12, 345 George Street
Sydney, NSW 2000
Australia
Monday to Friday: 9:00 AM - 5:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
We typically respond to inquiries within one business day. For urgent matters, please mention this in your message subject line.
Standard consultations run 90 minutes. This provides sufficient time to assess your situation, discuss strategies, and address questions thoroughly.
We offer both options. Remote sessions via video call are available for clients across Australia, while in-person meetings can be arranged for Sydney-based clients.
After booking, you'll receive a detailed preparation guide. Generally, this includes recent bank statements, expense summaries, and documentation relevant to your chosen service.
Our core model focuses on educational consultations that empower independent decision-making. However, follow-up sessions can be scheduled as needed.
Payment is requested at the time of booking to confirm your session slot. We accept all major credit cards and direct bank transfers.
Cancellations made more than 48 hours before the scheduled session receive a full refund. Later cancellations are subject to a 50% fee.