To organise a consultation please call our office on (02) 8503 7000 or via our contact page.
- Meet with us and discuss your financial situation and what you want to achieve - this could involve meeting in our North Sydney office, in a cafe/restaurant, in your home or via teleconference
- Once we have gathered the detailed information, we build a solution that will achieve your financial goals
- We will then present and implement our agreed strategy
- We will regularly review your financial goals and adjust the strategy to ensure it remains relevant