Phajong Holdings and Investments Pty Ltd · Melbourne VIC ceo@phajongholdings.site
PHAJONG Holdings & Investments

Request a quote · Melbourne VIC

A considered quote, built around your goals.

Tell us where you want your wealth to go. Within two business days we’ll come back with a written, obligation-free quote — clear scope, clear fees, no jargon and no pressure.

Start your quote request Email the CEO instead

Obligation-free · Reply within two business days · Melbourne based

Investment planning documents, charts and a fountain pen arranged on a desk
Quiet, considered office interior with natural light
2 business days — our typical written-quote turnaround

Tell us about your goals

Every quote we issue is prepared personally for the client who asks for it. Fill in the form below and it will be addressed straight to ceo@phajongholdings.site.

Fields marked with an asterisk are required. This form opens your email application so you can review and send your request — nothing is stored on this website.

No obligation, no pressure — and we never share your details with third parties.

What happens after you hit send

  1. We read your brief. Within two business days, your request is reviewed personally — not triaged by software.
  2. A short discovery conversation. A relaxed twenty-minute video meeting or an email exchange — whichever suits you — so the quote reflects your real position.
  3. Your written quote. Clear scope, fees and timeline, delivered in plain English and valid for 90 days.
Financial documents and a calculator being reviewed at a workspace
Every quote is prepared by hand, against your actual circumstances — never a template price list.

What we quote on

Not sure which box you fit into? Choose the closest one — we’ll help you refine the scope before anything is signed.

Wealth management

Ongoing stewardship of your holdings, coordinated around your whole position.

Portfolio construction

A diversified portfolio built to your goals, risk appetite and horizon.

Property & asset strategy

Direct property and harder assets, assessed with clear-eyed rigour.

Superannuation & retirement

Structuring your super so the transition to retirement is deliberate, not accidental.

Business & family holdings

Holding structures for business owners and families across generations.

Reviews & reporting

Regular, honest reviews of what’s working — and what isn’t.

Quote questions, answered

Is the quote really free?

Yes. Preparing a written quote costs you nothing and carries no obligation. We’d rather you have a clear picture of scope and cost before you commit to anything.

How quickly will I hear back?

We acknowledge every request within one business day and aim to have your written quote to you within two business days. Complex structures can take a little longer — we’ll tell you if so.

Do I need to come into Melbourne?

No. We’re based in Melbourne VIC and welcome clients at our office by appointment, but we work just as comfortably by video meeting and email with clients across Victoria and Australia-wide.

How long is my quote valid?

Ninety days. Markets and legislation move, so if you come back later than that we’ll happily refresh the quote rather than let you rely on stale figures.

Still weighing it up?

That’s healthy. A quote costs you nothing and commits you to nothing — but if you’d simply like to ask a general question first, we’re easy to reach.

Email ceo@phajongholdings.site Send a general enquiry