Start here
It starts with a conversation, not a commitment.
If someone pointed you here, they probably told you what working with us is like. Here's what happens next, and what it doesn't involve: pressure, products, or surprises.
Start here
If someone pointed you here, they probably told you what working with us is like. Here's what happens next, and what it doesn't involve: pressure, products, or surprises.
Book a time
Managing Director · Financial Adviser
A 60-minute conversation about where you are and where you're headed.
Book with Brad
Director · Financial Adviser
A 60-minute conversation about where you are and where you're headed.
Book with Gavin
Mortgage Broker · Finstyle Lending
A 30-minute chat about lending: property, restructures, facilities.
Book with DanielNot sure who to book with? Either adviser is a great first conversation, or call (03) 8414 0290 and we'll point you in the right direction. And if it's a loan on your mind, book straight in with Daniel: mortgage broking lives in-house here, no advice engagement needed.
What happens when you reach out
A 5–10 minute call. Tell us what's prompted this: a retirement date, a sale, a nagging feeling. We'll tell you honestly whether we're the right people to help. Free, no obligation.
At Gate 8 or by video, we get to know your situation, goals and priorities properly. A one-off $440 Discovery & Engagement Fee covers this and your Engagement Meeting, and is credited against your advice if you proceed.
At the Engagement Meeting we agree the scope and give you a fixed advice quote, in writing, before any work begins. From there, whether you proceed is entirely your call. No stage locks you into the next.
Wondering about fees? They're on the table from day one; see the full journey and costs.
Who we're best for
Have built something (a career, a business, a portfolio) and want it to fund a life, not just a number.
Want a thinking partner who'll challenge them, not a salesperson who'll agree with them.
Are ready to engage with the process; our best clients show up curious, with the real numbers.
See advice as an ongoing partnership, not a one-off transaction.
We're not the right fit for everyone, and if we're not the right fit for you, we'll say so at the first conversation, not the fifth.
Prefer to just come in for a coffee first? So do most people.
Our home is Level 2, 88 Jolimont Street, East Melbourne, "Gate 8, Jolimont", two minutes from the MCG and a short walk from Jolimont Station. Call (03) 8414 0290 and we'll put the kettle on.