Discovery call

Looking for answers about whether you need a financial plan and how a financial planner can help you? Let’s start with a few questions on our discovery call. It only takes 20 minutes.

It’s our job to take the confusion out of your finances, making it easier for you to focus on the things that are important to you, so you can live life to the full, knowing you are financially secure.

We believe that every woman on the planet should have the opportunity to create resources for herself.

We work with women who struggle with balancing business, work, family, all the demands of modern life. Helping them to sort out their finances, so they can enjoy greater security, freedom and choice.

We also work with business owners, entrepreneurs, and professionals.

Financial planning is all about You. We focus on Life Strategies. Your financial wellbeing. The whole of Your financial life and the journey that You are on. We’ll listen, talk openly about what’s getting in your way and the uncertainties you are facing; and help you see the things you can improve and how much brighter the future can be.

So if you’re a part-time juggler, we’re full-time professional advisers who give clear cut advice. We’ll turn anything confusing you about your finances into confidence through our planning process, so you can control your financial future.

If you’d like to book a discovery chat with us,  click the link below to select your preferred option. We’ll set aside some time, and we’d love to answer any questions you have. No pressure whatsoever, let’s see if we are a good fit and if there is a basis for us to work together.

Book your 20-minute discovery call with us today.

Book Now to arrange an appointment

Can’t find a time? Call 1300 026 800 to book.

Prepare for the meeting

Please complete and return the questionnaire at least 24 hours prior to meeting to