|Strategy advisory. | Portfolio advisory. | Structuring advisory. | Investment advisory. | Compliance advisory.|
There can be no greater excitement than the new: and no greater
trepidation than making that change from the old.
If you have begun feeling that you would be better served by a
team that holds an uncommon trusted counsel role with their clients then
the biggest step has already been taken. And you already realise that
there are real differences between wealth advisors.
We would like to meet you.
Suite 7.02, Level 7,
55 Hunter Street,
New South Wales 2000.
If you intend to send us background investment material or perhaps
financial documents beforehand, we have a postal address that is secure
for sensitive documents. Or if you would prefer that all documentation to
and from is by our secure courier, happy to do, just call to arrange.
Post Office Box R536,
New South Wales 1225.
We look forward to our meeting being the memorable beginning
of a long relationship, and an important date we will always refer to as
we celebrate your achievement milestones together.
If there is anything special you would like to have prepared for
our meeting like advice on an up-coming transaction, costing for an initial
advisory task, or review of a current tax strategy, again happy to do:
simply let us know when booking our meeting.
We wish you a safe journey if you are coming to meet us.
The links for preaddressed inquiry emails are on the left-hand side,
and our telephone number is below: should you prefer to call.
Telephone +61 2 9239 9333.
We would like to meet
with you and explain
how we can be of real
benefit in both the short
and long term wealth
creation and preservation.
We are easy to get to
with transport hubs for
the following close-by.
No1. Train stations.
No2. Bus terminals.
No3. Ferry wharves.