This initial conversation is typically held via phone or Zoom and gives us an opportunity to understand your situation at a high level and answer any questions about how we work.
There is no obligation to proceed beyond this meeting. If appropriate, we will outline the next steps and associated advice fees.
If you prefer, you are welcome to call us directly on 02 8814 1918 rather than booking online. We are happy to have an initial conversation by phone and, where appropriate, arrange a face to face meeting.
Meet the team
Rupa Tamaschke
Rupa Tamaschke
Rupa Tamaschke
Principal Financial Adviser
Rupa Tamaschke has been involved in the financial service industry for over 10 years and advising for over 6 years. Rupa is an Associate member of the Financial Planning Association.
Rupa is also a Solicitor admitted into the Supreme Court of NSW in 2012.
Paul Tamaschke
Rupa Tamaschke
Rupa Tamaschke
Principal Financial Adviser
Paul has been involved in the financial service industry for over 20 years and advising for over 15 years. During this time, he has worked at a number of leading financial institutions within Sydney.
Paul is a Certified Financial Planner® and a member of the Financial Planning Association of Australia.