Let’s talk about your situation

Your first meeting is free. No obligation, no pressure – just a conversation about where you are and where you want to be.

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4.9/5 Rating

99% Referred by Someone Trusted

Community-Minded Since 2000

Three ways to get started

Choose whichever method works best for you. We’ll respond within one business day.

Book online

See our available times and book a meeting that suits your schedule. You’ll get instant confirmation and a calendar invite.

Book a Meeting

Give us a call

Prefer to talk? Speak with one of our friendly team members, and we’ll help answer any questions you have before making a booking.

(03) 5444 5200

Send us a message

What happens next

We’ll confirm your appointment

Within one business day, we’ll send you a confirmation with meeting details, office address, and parking information.

Come in for coffee

Your first meeting is relaxed and informal. We’ve got a kids’ playroom if you need it. No paperwork required – just come ready to chat about your situation.

We’ll talk through everything

We’ll ask questions to understand your full financial picture, explain how we work, and see if we’re a good fit. If we are, we’ll outline the next steps. If not, we’ll be honest about that too.

No pressure to decide right away

Take your time. We want you to feel confident about working with us. Most people know pretty quickly if we’re the right advisers for them, but there’s no rush.

Visit our Bendigo office

Address: 141 View St, Bendigo VIC 3550

Office Hours: Monday–Friday 9 am–5 pm

Parking: Plenty of free street parking available around our office on View Street and surrounding streets.

What’s Nearby: We’re in the heart of Bendigo’s CBD, close to cafes, shops, and public transport.

25+ years of experience

Local Financial Partner

Proud FAAA Member

Still not sure? Just call us

If you’re not ready to book online or prefer to talk first, just give us a call. We’re happy to answer questions and help you figure out if we’re the right advisers for your situation.

Book a Free Initial Meeting (03) 5444 5200