Reach out to schedule a consultation or ask any questions about our services.
We're based in Sydney but work with clients across Australia. Our initial consultations can be conducted in person or via video call.
Level 14, 127 Creek Street
Brisbane QLD 4000
Australia
Monday - Thursday: 8:30 AM - 5:30 PM
Friday: 8:30 AM - 4:00 PM
Saturday - Sunday: Closed
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.
Our office is located in Brisbane's central business district, easily accessible by public transport.
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.
Yes. We work with clients across Australia via video conferencing and phone. Many of our clients have never visited our office.
We charge fixed fees for each service, disclosed upfront. No commissions, no ongoing percentages unless you choose our retainer service.
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.
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.
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.
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