Getting Started
Take a meeting
Make contact with our office to organise an introduction. This can be conducted in office or over the phone. This provides a chance to understand more about what you need and whether or not we are in a position to help you.
Introductory meetings are provided at no cost except your time.
Get Prepared
If you like to be fully prepared before making contact, or before you meet with us, there are some simple things to do. Make a list of your assets and debts, find a payslip, and attempt an estimate of what you spend.
Try visiting the moneysmart website provided by the Australian Government. There is a lot of useful information and they also provide Budget and Savings Calculators.