Get in contact with us
Address: 4B/20 Argyle Street, Camden, NSW, 2570, Australia
Phone: (02) 8205 1228
Office Hours: Monday – Friday 9am -5pm (Extended hours are available for appointments)
Fill out this contact form to submit any questions or comments that you may have!
Frequently Asked Questions
What advice do you specialise in?
- Retirement Planning
- Investment Planning/ Wealth Management
- Personal & Employer Superannuation
- Self-Managed Superannuation Funds
- Personal Insurance
- Budgets & Debt Management
- Estate Planning
- Aged Care
- Centrelink Assistance
- Gearing Strategies
- Business Risk Management
- Small Business Advice
How much will it cost to have an initial consultation?
In order for us to have a proper understanding of your financial situation, we bear the cost of the first appointment. Once we have a complete understanding of the work involved, we will advise you of any future fees.
How long do the consultation appointments go ?
Consultation appointments can go for as little as 1 hour to 3 hours, depending on the complexity of your financial situation.
What do I need to bring into my initial consultation?
Once your appointment has been booked in, we will email you with a comprehensive list of things to bring in for your first appointment. Some examples of things we require are a physical copy of your drivers’ licence (or photo ID), your tax file number, statements, details on your current assets & liabilities etc.
Are you able to tell us how much it will cost for you to provide us with advice over the phone?
Unfortunately, we are unable to do this over the phone. It is difficult for us to determine what costs might be involved without understanding your financial situation. For this reason, we bear the cost of the first appointment and at the end of this meeting, when we have a complete understanding of the work involved, we are then able to determine any future costs.
What happens after the first meeting?
After your consultation appointment (1st appointment), your adviser will develop strategies and recommendations based on your current financial situation. Once your advice has been prepared, your adviser will arrange a 2nd appointment with you and during this appointment they will present you with your financial plan. Once you’re happy with your financial advice, we can then arrange the necessary steps to help you put your plan into action. During that appointment your advisor will also discuss any subsequent appointments and what they will include if you wish to proceed.