Make an Enquiry

If you are interested in talking to us, please ring Allan Meates, David Kollmorgen or Matthew Smith on (03) 9899 2671, email us at or submit an enquiry via the form below.

If you require us to provide a service, we will request personal information from you so that we can ensure that our advice is appropriate to your personal situation and needs.

Please have a look at our Financial Services Guide (PDF) for further details in relation to our business.

For complaints, please click here to see our process for handling complaints.

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