Get in Touch

Reach out today and let’s start discussing your financial goals. Connect with us now to explore how we can elevate your financial portfolio.

Phone

(+61) 0450 485 208

Address

Melbourne
Suite 1, Level 5,124 Exhibition Street, Melbourne, VIC 3000

Mornington Peninsula
3 Parkland Close, Frankston South, VIC 3199

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60-Minute Financial Planning Discovery Session

We understand that everyone’s schedule and preferences are different, so we make the discovery session as convenient as possible. Whether you prefer meeting online via video call, over the phone, face-to-face at your home, in our office, or even at a local coffee shop, we’re happy to meet you where you feel most comfortable. Our goal is to make the financial planning process easy, relaxed, and tailored to your lifestyle—because building your financial future should fit seamlessly into your everyday life.

5 min

Introduction

Get to know each other

5 min
10 min

Personal & Financial goals discussion

Explore short-term and long-term goals: retirement, home purchase, education planning, lifestyle goals, and values around money.

10 min
15 min

Deep-dive fact-finding

Discuss income, expenses, debt, assets, insurance, estate planning, and investment experience. This may be supported by a pre-filled questionnaire or discovery form.

15 min
5 min

Risk tolerance & money mindset

Brief discussion to understand comfort with investment risk, financial decision-making style, and behavior under stress or uncertainty.

5 min
10 min

Broad review & initial analysis

High-level review of their situation to help them understand where they stand financially and what areas may need attention.

10 min
7 min

Discuss options

Present potential directions or approaches. Explain the pros, cons, and how each could align with their goals (no formal advice yet—just clarity).

7 min
5 min

Set expectations & planning process

This is timeline description. Please click here to change this description.

5 min
3 min

Final questions & next steps

Address any final questions, confirm follow-up actions, and book the next meeting if they’re ready to proceed.

3 min
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