Your first consultation

We’re here to help you, and during our first meeting we’ll carefully listen to your story, concerns and goals. During the first consultation, and at all other times, you can rest assured that anything you tell us will be kept completely confidential.

You’ll have time to ask any specific questions you have. Some people find it helpful to write down their questions before the meeting. If you have documents that are relevant to your issues, bring these along too.

During the meeting, we’ll aim to give you information about:

  • Our services and how we can help you

  • Your options and ways forward

  • Our processes

  • The value we can deliver

We will give you a costs disclosure after our initial meeting.

If you have any other questions before your first consultation, simply reach out to us on +61 3 9070 5868.

Download and complete our client profile form and bring it along to your first consultation.

 Let’s start planning for today, tomorrow and well into the future