Complimentary Consultation

For a complimentary initial consultation (valued at $525) please complete the enquiry form below and we will contact you to arrange an appointment at a time and location (Melbourne, Brisbane, Gold Coast) suitable to you. Initial consultation is obligation free.

A complimentary consultation generally runs between 45 minutes – 1 hour. A complimentary consultation is great obligation free way to determine whether or not we are the “right fit” for you . It also enables us to better understand your goals and financial position which can be used as the foundation for our discussions around wealth creation, retirement and tax planning.