Can I change a booking?
Yes – please respond to the emailed calendar invite or simply call us on
(02) 9745 4733
What do I need for the appointment?
Any financial information you think would help the adviser understand your situation (e.g. superannuation statements, loan documents, household budget, insurance policy documents)
What are the fees/charges?
Not sure if financial advice is right for you? We offer complimentary initial consultations with absolutely no strings attached. We can chat about your situation and propose a plan of action before you commit to anything.