Contact - valley-roam

Our Office Location

We welcome the opportunity to discuss your financial situation and explore how our services may align with your goals. Our Sydney office is accessible by public transport and offers a comfortable environment for consultations.

What to Expect

When you reach out to us, a member of our team will respond to your enquiry within two business days. Initial conversations typically cover your general situation and goals, allowing us to recommend the most appropriate service.

If you decide to proceed, we will schedule a more detailed consultation at a time that suits you. Consultations can be conducted in person at our Sydney office or via video conference for clients in other locations.

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Address

Level 12, 456 George Street
Sydney NSW 2000
Australia

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Email

[email protected]

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Office Hours

Monday - Friday: 9:00 AM - 5:30 PM
Saturday: By appointment
Sunday: Closed

Request a Consultation

Ready to take the next step? Visit our services page to submit an enquiry for the specific service that interests you.

View Services

Frequently Asked Questions

Common questions from prospective clients

How do I know which service is right for me?

During our initial conversation, we will discuss your current situation, goals, and concerns. Based on this, we can recommend the service that best addresses your needs. Many clients benefit from starting with a comprehensive review before focusing on specific areas.

Do you offer services outside of Sydney?

Yes. While our office is in Sydney, we serve clients across Australia through video conferencing. Our digital tools allow us to provide the same quality of service regardless of your location.

What should I prepare for my first consultation?

It helps to have a general understanding of your current financial situation, including any superannuation balances, existing investments, debts, and insurance. Bringing recent statements can be useful, though not essential for an initial discussion.

How are your fees structured?

We provide transparent fee information for each service on our services page. Fees are discussed upfront before any work begins, and there are no hidden charges.

Is my information kept confidential?

Absolutely. We maintain strict confidentiality and comply with Australian privacy laws. Your personal and financial information is protected and never shared without your consent.

Disclaimer: Any information exchanged via email or through this website does not constitute formal financial advice until an engagement is agreed upon. For personalised advice, please arrange a consultation where your individual circumstances can be properly assessed.

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