Contact details
How to reach us
Business hours
Monday to Friday, 9:00 am – 5:00 pm AEST
Excluding Victorian public holidays
Location
Melbourne VIC, Australia
Serving clients Australia-wide
We correspond by email so that every enquiry, answer and decision is kept in a clear written record for your files.
Send an enquiry
Tell us where you are heading
Complete the form below and your email client will open with the message prepared — nothing is sent until you press send.
What happens next
A simple, considered process.
- 01 You write to us.Send your enquiry by email, any day of the week. Include your goals and timeframes if you can.
- 02 We respond within one business day.A senior member of the team reads every message and replies personally — never an automated response.
- 03 An introductory discussion.We arrange a complimentary conversation to understand your position before any advice or proposal is prepared.
Clear advice, documented decisions. Every recommendation we make is set out in writing, with the reasoning behind it, so you always know why your capital is positioned the way it is.
Prefer to write directly?
Skip the form — email us straight away and we will pick it up during business hours.
Before you write
Do you work with clients outside Melbourne?
Yes. While we are based in Melbourne VIC, we advise clients across Australia by email and by arranged meetings, in person or remotely.
Is the first conversation free?
Yes. The introductory discussion is complimentary and carries no obligation, so you can decide whether we are the right fit.
What should I include in my message?
A short outline of your goals, your investment timeframes and your current situation. There is no need for detailed figures at this stage.