Let's talk about your retirement

Whether you have specific questions or just want to explore your options, we're here to help.

Office Information

Address

Level 12, Collins Tower
487 Collins Street
Melbourne VIC 3000
Australia

Email

[email protected]

We respond to all inquiries within one business day.

Office Hours

Monday – Friday: 9:00 AM – 5:30 PM AEST
Saturday: 10:00 AM – 2:00 PM AEST
Sunday: Closed

Evening appointments available by arrangement.

Conveniently located in Melbourne's CBD with easy access to public transport. Visitor parking available in the building.

How we can meet

In-Person Consultations

Visit our Melbourne office for face-to-face meetings. Many clients prefer the personal connection of in-person discussions, especially for initial consultations.

Video Consultations

Connect via secure video conferencing from anywhere in Australia. Just as effective as in-person meetings, with the convenience of joining from home.

Phone Consultations

Prefer a straightforward phone call? We can handle most consultations over the phone, with documents shared via secure email.

What to expect when you visit

Our office is designed to feel comfortable, not corporate. You'll meet with your advisor in a private consultation room where we can review your financial situation without interruption.

First meetings typically last 60-90 minutes. We'll ask about your current super arrangements, retirement goals, and any specific concerns you have.

There's no pressure to commit to any service during your first visit. Our goal is to understand your situation and explain how we can help.

What to bring to your consultation

To make the most of our time together, it's helpful if you can bring:

Recent superannuation statements (all accounts)
Latest tax return or income details
Any existing retirement plans or projections
Questions you'd like answered

Don't worry if you don't have everything. We can work with whatever information you have available and request additional details later if needed.

What happens after you contact us

We respond within one business day

You'll receive an email confirming receipt of your inquiry and suggesting available consultation times.

Initial consultation scheduled

Choose your preferred format: in-person, video, or phone. We'll send a calendar invitation with all the details.

Preparation email sent

A few days before your consultation, you'll receive an email with suggestions on what to bring and what we'll discuss.

Consultation takes place

We'll assess your situation, answer your questions, and recommend the most appropriate service for your needs.

Ready to start the conversation?

Request a consultation and we'll be in touch within one business day.

Request Consultation