To organise a consultation please call our office on (02) 8503 7000 or contact us via our contact page.
Process
- Meet with us to discuss your financial situation and the financial goals you want to achieve - this could involve meeting in our Sydney CBD office, in a cafe or restaurant, in your home or via video conference using your favourite software. We are flexible and leverage technology seamlessly to make the financial management of your life easier
- After gathering information, we build a solution that achieves your financial goals and that is in your best interest
- We present and implement our agreed strategy
- We regularly review your financial goals and adjust the strategy to ensure it remains relevant and effective