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Contact us 

To book an appointment to discuss your situation, call us on

07 3184 6870, or email admin at

We have limited client vacancies and appointment spaces.  Due to demand, resourcing and time constraints, appointments and the provision of financial advice are not a guaranteed right and are at our discretion.  It is common for the waiting time for a first meeting to be 8 to 12 weeks.

Typically, if prospective clients are more than 6 to 12 months out from retirement, we can offer a 30 minute video meeting or phone call to help you assess your situation, and to see if there is a good alignment between the services you seek and what we can provide.  This is what we refer to as an Education Session, and currently carries no cost. 

If, however, there is an urgent decision, or pressing need for Advice, such as a redundancy, imminent sale of an asset, retirement in the near term, etc, please call us and we will endeavour to help you out.  

Our employees work hard, and deserve to be treated with respect and dignity.  Exhibiting rudeness or a demanding attitude is not going to result in the outcome you want.


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