Let's discuss your retirement strategy

Every conversation starts with understanding where you are and where you want to be.

Get in touch

We respond to all inquiries within one business day. Initial consultations are designed to assess fit and outline potential approaches to your situation.

Office Address

Level 14, 127 Creek Street
Brisbane QLD 4000
Australia

Email

[email protected]

Office Hours

Monday – Thursday: 8:30 AM – 5:30 PM
Friday: 8:30 AM – 4:00 PM
Weekend: Closed

Note: We operate by appointment only. Walk-ins cannot be accommodated due to client confidentiality requirements.

Brisbane office location

Common questions before initial contact

Do you work with clients outside Brisbane?

Yes. Approximately 60% of our client base is located outside Queensland. We conduct consultations via video conference and coordinate with your local professionals as needed.

What's the minimum asset level you work with?

We don't enforce strict minimums, but our services are most valuable for individuals with superannuation balances above $400,000 or those with complex asset structures.

How quickly can we begin?

Initial consultations typically occur within 7-10 days of first contact. Full engagement timelines vary based on complexity but average 3-4 weeks from agreement to initial strategy delivery.

Do you implement recommendations or just provide advice?

We do both. Our engagement includes coordination with fund administrators, accountants, and legal advisors to ensure recommendations are executed correctly.