Contact Information
Office Address
Level 12, 180 Lonsdale Street
Melbourne VIC 3000
Australia
Working Hours
Monday – Friday: 9:00 AM – 5:30 PM AEST
Saturday – Sunday: Closed
We respond to emails received outside business hours on the next working day.
What to Include
When reaching out, help us understand your situation:
- What prompted you to seek financial strategy services
- Which service you're interested in (if you've identified one)
- Brief overview of your current situation
- Any specific questions or concerns
Initial Consultations
We offer complimentary 15-minute exploratory calls to determine if our services match your needs. These brief conversations help both parties assess fit before committing to paid services.
What to Expect
Response Time
We typically respond within 6-12 hours during business days. Complex inquiries may take up to 24 hours for a thoughtful response.
No Sales Pressure
We don't employ sales tactics. If our services aren't a fit, we'll tell you directly. Our goal is helping people who genuinely benefit from strategic financial work.
Privacy
All communications are confidential. We never share client information or inquiry details with third parties.
Service Availability
Due to the detailed nature of our work, we maintain limited capacity. Current waitlist for new comprehensive clients is typically 2-3 weeks. Quick Financial Health Checks are usually available within one week.
Prefer to Start with Services?
If you've already identified which service fits your needs, you can select it directly from our services page. The selection process includes a brief questionnaire that helps us prepare for our first conversation.
View servicesCommon Questions
Do you work with clients outside Melbourne?
Yes. While our office is in Melbourne, we work with clients throughout Australia. Most engagements are conducted remotely via video calls and secure document sharing.
What's the minimum investment required to work with you?
There's no minimum investment. Our services focus on optimizing whatever financial position you currently have. However, comprehensive restructuring makes most sense for people with at least AUD 50,000 in combined assets and liabilities to optimize.
Do you sell financial products?
No. We provide strategy and guidance, not products. This eliminates conflicts of interest and ensures recommendations prioritize your outcomes.
How long does implementation take?
Depends on the service. Quick Financial Health Checks are single sessions. Comprehensive restructuring typically takes 3-4 months from initial audit to full implementation.
Can I implement your recommendations myself?
Yes. All services include detailed documentation of recommendations. You can implement independently or with our support—your choice.