Let's Talk About Your Financial Future
Whether you're just starting to think about financial planning or ready to take the next step, we're here to help. Reach out and we'll figure out the best path forward together.
Ways to Connect With Us
Pick whichever method works best for you. We check everything regularly and respond quickly.
Visit Our Office
Suite 414/2-8 Brookhollow Ave
Baulkham Hills NSW 2153
Australia
Office hours run Monday through Friday, 9am to 5pm. Drop by if you're in the area.
Give Us a Ring
Sometimes it's easier to just talk things through. We're available during business hours to answer questions and discuss your financial planning needs.
Send an Email
Prefer writing things out? Email works great. We'll get back to you within 24 hours on business days.
Send Us a Message
Fill this out and we'll respond soon. The more detail you provide, the better we can help when we get back to you.
What Happens After You Reach Out
Here's the typical process. Nothing complicated, just straightforward steps to get you started.
We Review Your Message
First thing we do is read through what you've sent. We look at your situation and what you're trying to achieve. This helps us prepare properly before responding.
You'll Hear Back Within 24 Hours
Usually it's much faster than that during business hours. We'll either answer your question right away or suggest a time to chat if your situation needs more discussion.
Initial Conversation Takes Place
This is where we dig deeper. You tell us about your financial goals, current situation, and concerns. We ask questions to understand what matters most to you.
We Map Out Options Together
Based on what we've learned, we'll explain different approaches that might work for your situation. No pressure, just honest information so you can make informed decisions about next steps.
Ready to Learn More About Financial Planning?
Our learning program starts in September 2025. It's designed for people who want practical knowledge about managing finances, building wealth strategies, and understanding investment principles.
The program runs for twelve weeks with evening sessions, making it accessible for working professionals. And you don't need any background in finance to participate.
We cover everything from basic budgeting principles through to more complex topics like retirement planning and investment portfolio construction.
View Program Details