Book Your Free Discovery Call
Not sure where to start? Your first conversation with us is completely free. Choose a time that suits you, in person at our Nowra office or online anywhere in Australia.
After booking you will receive a confirmation and a short checklist to help you get the most from your appointment.
This is not a financial advice session. It is simply a friendly conversation, a chance to meet us, ask your questions and decide if we are the right fit for you. No paperwork. No obligation. No cost.
Appointments
What happens next
Choose Your Time
Pick a date and time that works for you. We have availability in person in Nowra and online across Australia.
Receive Your Confirmation
We will send you a confirmation straight away along with a short checklist so you can get the most from your appointment.
Meet the Team
Show up, ask your questions and let us take it from there. In person or online, we will make it easy.
What to bring
Not sure what to bring? Here is a helpful guide, do not stress if you do not have everything, we can work through it together.
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Note: This is just a guide, not a requirement
Checklist:
What to Bring to Your First Appointment:
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Photo ID
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Business records if relevant
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Work-related deduction documents
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Rental property income and expenses
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Prior year tax return if you are a new client
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Any ATO correspondence you have received
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Questions or goals you want to discuss
Prefer to
Call or
Email?
Phone
02 4421 7199
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Mon to Thu 9am to 5pm · Fri 9am to 3pm