Information on this site is advertising in nature.

Get in Touch

We welcome your enquiries and look forward to discussing how we can assist with your financial management needs.

Contact Information

Office Address

Level 12, 45 Clarence Street
Sydney NSW 2000
Australia

Business Hours

Monday to Friday: 9:00 AM – 5:30 PM
Saturday: 10:00 AM – 2:00 PM
Sunday: Closed

Response Time

We aim to respond to all enquiries within one business day. For urgent matters, please indicate this in your message.

Sydney CBD business district office buildings
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Centrally Located

Our office is easily accessible from Wynyard Station and is within walking distance of major bus routes.

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Parking Available

Secure parking is available in the building basement. Please inform us in advance if you require a spot.

Accessible Premises

Our office is fully wheelchair accessible with lift access to all floors.

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Virtual Meetings

Cannot visit in person? We offer video consultations for clients throughout Australia.

Before You Visit

A few things to keep in mind when planning your consultation

What to Bring

To make the most of your initial consultation, we recommend bringing:

  • Recent bank statements (last 3 months)
  • Superannuation statements
  • Details of any existing investments
  • Most recent tax return (if applicable)
  • List of financial goals or concerns

Appointment Duration

Initial consultations typically run for 60 to 90 minutes. This allows sufficient time to understand your situation and discuss potential approaches without feeling rushed.

Follow-up appointments are usually 30 to 45 minutes, depending on the complexity of matters being discussed.

Ready to Book a Consultation?

View our services and submit a request to schedule your appointment.

View Services