Let's discuss your retirement goals

Reach out with questions, service inquiries, or to schedule an initial consultation.

Office Location

Level 12, 580 George Street
Sydney NSW 2000
Australia

Email

[email protected]

We respond to all inquiries within 48 hours during business days.

Office Hours

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

All times AEST. Virtual consultations available outside standard hours by appointment.

Sydney office location

Common Questions

Do you offer free initial consultations?

We offer a complimentary 20-minute phone conversation to determine if we're a good fit. Full consultations are part of our paid service engagements.

Can you work with clients outside Sydney?

Absolutely. We serve clients across Australia via video consultations and secure document sharing. Location is no barrier to quality service.

What if I already have a financial advisor?

We're happy to provide second opinions or specialized retirement planning alongside your existing advisor relationship. We often collaborate with accountants and other professionals.

How soon can we start?

Initial consultations are typically scheduled within 5-7 business days of your first contact. Urgent situations can sometimes be accommodated sooner.

Prefer to start with a specific service?

Visit our services page to select an engagement and receive a detailed outline.

View Services