Let's Talk About Your Financial Future

Whether you have questions about our services, want to discuss your specific situation, or are ready to start building your financial system—we're here to help.

What to Expect

When you reach out, here's what happens next:

Within 24 Hours: We'll review your message and respond with initial thoughts and next steps.

Discovery Call: If we think we can help, we'll schedule a brief call to understand your situation better. No pressure, no sales pitch.

Service Recommendation: Based on our conversation, we'll recommend the service or combination of services that makes sense for your priorities.

Strategy Session: Once you're ready to move forward, we'll schedule your comprehensive strategy session.

Who Should Reach Out

We work best with people who are serious about building wealth but haven't found advice that actually fits their life. If you're earning good income but not seeing that translate into meaningful wealth, we should talk.

We're particularly effective with business owners, high-income professionals, and people navigating complex financial transitions like inheritance, business sale, or career change.

What we're not good for: If you're looking for someone to passively manage your money while you ignore it completely, we're probably not the right fit. Our approach requires some engagement, especially during the setup phase.

Frequently Asked Questions

Do you work with clients outside Melbourne?

Yes. While our office is in Melbourne, we work with clients across Australia via video conference and secure document sharing.

What's the minimum to get started?

The Financial Foundation Audit at AUD $847 is our entry point and works for most situations regardless of current wealth level. The other services have no specific minimums but are designed for people with more complex financial situations.

Do you charge ongoing fees?

Most of our services are one-time engagements. The Wealth Architecture Program includes quarterly reviews for the first year as part of the fee. After that, ongoing support is optional and priced separately based on your needs.

How is this different from a traditional financial advisor?

Traditional advisors typically earn commissions on product sales or charge percentage-based fees on assets under management. We charge for our time and expertise, which means our incentives align with yours. We succeed when you build wealth, not when you buy something.

Privacy & Confidentiality

All communications and financial information are kept strictly confidential. We never share client information with third parties without explicit permission.

For details on how we handle your data, see our Privacy Policy and GDPR Compliance pages.