Thank You for Getting Started
Your financial planning journey begins now
We've received your information and are excited to help you achieve your financial goals. Our team will review your details and contact you within the next 24-48 hours to schedule your first consultation.
A confirmation email has been sent to your provided email address with next steps and important information.
What Happens Next
We'll review your information and financial goals within 24 hours
One of our financial planning professionals will contact you to schedule your first consultation
During your first session, we'll develop your personalised financial planning strategy
Expected response time: 24-48 hours
Business hours: Monday-Friday 9:00 AM - 5:00 PM AEST
Have questions? Contact us anytime
Reference Number: FP-2025-09-10-001