Contact Us

Contact Us

Telephone :  1300 628 071


Suite 6, 456 High Street, Prahran, Victoria 3181

Mailing Address

PO Box 3089, Prahran East, Victoria 3181


Monday - Friday: 8:30am - 5:30pm

How can we help you?

Please enter your details below to contact us via email.

Recently separated / divorced from a relationship and looking to structure your settlement to safeguard your future income and lifestyle.
Require guidance for managing wealth within a Family Trust / Testamentary Trust / Estate.
Receiving employment income of over $350,000 p.a. (personal or combined) and looking to protect / build your wealth alongside your home.
Run a successful business and looking to plan your exit strategy / retirement.
Approaching retirement with super assets of $750,000 plus and looking for a personalised management approach.
Received a lump sum payment / asset / inheritance ($1,000,000 and above) and require a plan to safeguard your future financial needs.
Currently retired with investment assets of over $1,000,000 and looking for a more cost effective / diversified investment approach.
Looking to 'Downsize your Home' and release funds to top up your retirement savings to meet your future income needs.
Interested in Sustainable (ESG) investing within your Super or Family Trust.
Looking to establish a Charitable Foundation.

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