Our Location
Address
Level 15, 123 Pitt Street
Sydney NSW 2000
Australia
Business Hours
Monday - Friday: 9:00 AM - 5:30 PM AEST
Saturday - Sunday: Closed
Appointments available outside standard hours by arrangement
What to Expect
Initial consultations typically run 60-90 minutes. We'll discuss your current financial situation, investment experience, risk tolerance, and long-term objectives.
Please bring any relevant documentation: recent portfolio statements, superannuation balances, property valuations, and details of existing investment structures. This allows us to provide more specific guidance during our conversation.
There's no obligation following the initial meeting. We'll outline potential strategies and fee structures, and you can decide whether our approach aligns with your needs.
Before Your Consultation
- Gather current investment and superannuation statements
- List your primary financial goals and time horizons
- Note any specific concerns about your current strategy
- Consider your comfort level with investment volatility
- Compile questions about areas where you need clarity
Ready to schedule a consultation? Use the form on our homepage or send us an email directly.
Go to Contact Form