Let's Talk About Your Financial Future
Smart decisions start with honest conversations
Whether you're planning your next move or need clarity on complex financial choices, we're here to listen and guide.
Get in Touch
We're based in Coffs Harbour and work with clients across Australia. Most enquiries get a response within 24 hours during weekdays.
Visit Us
Shop 104, Park Beach Plaza
253 Park Beach Rd
Coffs Harbour NSW 2450
Australia
Call or Email
Office Hours
Send Us a Message
What Happens Next?
We Review Your Message
Every enquiry gets read by an actual person on our team. Not a bot, not an automated system.
Quick Response Time
Most people hear back within one business day. Complex questions might take a bit longer.
Real Conversation
We'll answer your questions honestly and suggest next steps if it makes sense for your situation.
Our team includes Tamsyn Lindholm, who handles program enquiries, and Bjørn Valtonen, who works with clients on strategic planning. You'll be connected with whoever can help you best.