Let's Discuss Your Retirement

Reach out to schedule a consultation or ask any questions about our services.

Get in Touch

We're based in Sydney but work with clients across Australia. Our initial consultations can be conducted in person or via video call.

Office Address

Level 14, 127 Creek Street
Brisbane QLD 4000
Australia

Office Hours

Monday - Thursday: 8:30 AM - 5:30 PM
Friday: 8:30 AM - 4:00 PM
Saturday - Sunday: Closed

What to Expect

When you reach out, we'll schedule a complimentary 30-minute initial consultation to understand your situation and determine if we're a good fit. There's no obligation and no pressure.

Brisbane office location

Our office is located in Brisbane's central business district, easily accessible by public transport.

Common Questions

Do I need to be near retirement to work with you?

Not at all. While we specialize in the retirement transition, we work with clients from age 50 onwards. Earlier planning often leads to better outcomes.

Do you work with clients outside Brisbane?

Yes. We work with clients across Australia via video conferencing and phone. Many of our clients have never visited our office.

How do your fees work?

We charge fixed fees for each service, disclosed upfront. No commissions, no ongoing percentages unless you choose our retainer service.

What should I bring to the first meeting?

Just yourself and any questions you have. If you'd like us to review specific documents, we'll send you a list after we schedule your consultation.

How long does the planning process take?

It depends on the service. A Readiness Assessment typically takes 2-3 weeks. A Complete Transition Strategy can take 4-6 weeks from initial meeting to final presentation.

Are you regulated?

Yes. All our advisors hold Australian Financial Services licenses and are registered with ASIC. We're also members of professional bodies that hold us to strict ethical standards.

Prefer to Start Online?

If you'd like to begin the conversation through our contact form, you can do so on our home page. We'll respond within one business day.

Go to Contact Form