Book an initial consultation with one of our advisers, in person or online. The initial starting point is via a phone call which is complimentary and then if we can assist the initial consultation has a cost associated ($395). It's a chance for us to hear about your goals and for you to see whether we're a good fit, before anything is put in writing.

No. The initial phone consultation is complimentary. That’s the initial starting point to see if we can help you. Then we have an initial consultation that is more in depth, which has a cost associated - $395. We discuss this on our initial phone call and provide you with our Financial Services Guide, which outlines our fees.

We set aside an hour and a half, enough time to properly hear your goals and situation. If you go ahead to an initial planning meeting, that can run for up to two hours.

Yes. Meetings can be held online or in person, whichever suits you. This also means you can work with us if you're interstate, travelling, or would simply rather not deal with peak-hour traffic.

Yes, that's a common starting point. Most people come to us without a clear picture of exactly what they need, and the initial consultation is designed to work that out together. Our client stories give a sense of the situations we're often asked to help with.