We are looking forward to welcoming you to our office.

Below are some things to help you prepare for our upcoming meeting.

The aim of our meeting is simple:

  • To gain a clear and complete understanding of your current financial position. To begin this process, please complete our online information form in advance.
  • To explore what truly matters to you, consider goals that will require money, planning, or advice to achieve.
  • To determine whether we are the right fit to support you in achieving those goals and helping you build financial confidence moving forward.

Some things to bring to the meeting:

  • A copy of your current driver’s license
  • Your superannuation provider and member number
  • Your insurance provider and policy number

Short Videos :

For our Southport office location, see the details below

  • Level 2/ 12 Short Street Southport.
  • For parking – in Short St or Seabank Lane (metered) or Australia Fair Metro – 2hrs Free

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