Initial Discovery Sessions are available online or in person and this first meeting is at our cost. This is where we learn about how we might be of service to you. You can discuss anything you wish and ask questions so you know you also want to work with us.

We understand that life can get busy, and finding time to take care of your finances in around family & work commitments can often be tricky. 

Should you require an appointment outside of our normal office hours, please feel free to call 1300 11 33 50 or email to discuss your needs.  We can travel to you, or meet you at a location & time that suits you and your family best.