Let's Talk About Your Financial Future
Ready to take control of your budget? We're here to help you discover how automated financial planning can work for your unique situation. Every conversation starts with understanding your goals.
Ready to take control of your budget? We're here to help you discover how automated financial planning can work for your unique situation. Every conversation starts with understanding your goals.
Tell us about your current financial situation and what you'd like to achieve. We'll get back to you within one business day with some initial thoughts.
We understand that financial questions don't always arise during business hours. That's why we offer flexible consultation times to fit your schedule.
Monday - Friday
9:00 AM - 6:00 PM
Saturday
10:00 AM - 2:00 PM
By appointment only
Evening consultations available upon request
We're located in the heart of Melbourne's CBD, making it easy to reach us whether you're coming from the suburbs or just finishing work in the city. Our office is on Lonsdale Street, one of Melbourne's main thoroughfares.
The building entrance is clearly marked, and we're on the ground floor. If you're running late for an appointment, just give us a call and we'll wait for you.
Once you reach out, here's how we'll help you move forward with your financial goals. We believe in clear communication and realistic timelines.
We'll respond to your message with some initial thoughts and questions to better understand your situation.
A 20-minute phone call to discuss your goals and see if our budget automation approach fits your needs.
If we're a good fit, we'll schedule a detailed consultation to create your personalized financial plan.