One conversation with our team is all it takes to understand whether we’re the right fit — and what a proper wealth strategy could do for you.
Just a name and an email are enough to start. Everything else is optional.
The questions prospects ask most — answered up front.
Get in touch — by phone, email, or the form on this page. We’ll arrange a time for an initial consultation, which is a structured conversation where we understand your situation, explain how we work and how we charge, and outline what a working relationship would look like. There’s no obligation to proceed and no charge for that first meeting.
Nothing formal. A rough sense of your income, savings, super balance, and what you’d like to achieve is more than enough. No documents or paperwork needed for the first chat.
We charge an initial advice fee for the research and strategy work, and an ongoing annual fee for the continuing advisory relationship — both agreed with you in writing before any work begins. Where we recommend personal insurance, we may also receive a commission from the insurance provider. Any commission is fully disclosed in your Statement of Advice, and under current law, we need your written informed consent before we can accept it. Full details of our fee structure are set out in our Financial Services Guide.
Within one business day — usually much sooner. Enquiries sent during business hours are often answered the same afternoon.
No. We don’t have a hard minimum. What matters is whether the advice we can provide represents genuine value given your situation. We work with clients at different stages — from those building wealth earlier in their careers to clients managing substantial estates — and the right fit matters more than a portfolio threshold.