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ARRANGE A WALKTHROUGH

Start with
a few details.

This isn't a fact find. It's a starting point for a conversation. We'll be in touch within one business day.

Go to the form

YOUR DETAILS

About two minutes.

  • What we ask

    Your name and contact details, and a few lines on what's happening.

  • How long it takes

    About two minutes.

  • What happens next

    We'll be in touch within one business day to find a time.

  • Your privacy

    We only use your details to reply. See our Privacy policy.

HOW IT WORKS

Four steps, at your pace.

We'll tell you honestly
whether we can help.

  1. 01

    You tell us a little

    A few details below. About two minutes.

  2. 02

    We'll contact you

    Within one business day, to find a time.

  3. 03

    The walkthrough

    About 30 minutes, usually by video.

  4. 04

    Your summary

    Within one business day of the call.

WHAT TO EXPECT

You talk. We listen, then map it.

  • Your situation, in your words
  • Who's already involved
  • What's coming up, and when
  • What would help most

Bring whatever you have, even if nothing's signed.

YOUR SUMMARYWITHIN ONE BUSINESS DAY
What we heardYour situation, in plain words
Who's involvedEach professional, and their part
What comes firstThe order we'd suggest
Do you need us?Yes, maybe, or your accountant can handle it

Yours to keep, whatever you decide.

GOOD TO KNOW

A few things, up front.

  • No cost, and no obligation

    You decide whether to go further.

  • Recorded only if you say yes

    So nothing gets missed. If not, we take notes by hand.

  • Your information stays private

    Shared only with your consent.

  • Introducing a client?

    Choose "I'm a professional" in the form.

Not sure if you need us?

A short walkthrough will tell you.

You'll leave with a clear view of what needs to happen, and in what order. If your accountant can handle it, we'll say so.

Back to the form

Clients across Australia. Most walkthroughs are by video.

WHAT HAPPENS IN A WALKTHROUGH

  1. 01

    We listen

    Your situation, in your words, and who's already involved.

  2. 02

    We map it

    What needs to happen, who does it, and in what order.

  3. 03

    You decide

    Whether to go further with us, or carry it on yourself.

FOR ACCOUNTANTS, ADVISERS AND BANKERS

You give the advice.
We run the sequence.

We don't replace you. We make sure your work connects to everything else happening around your client. Your client stays your client.

How we work with professionals