Independent personal advisory in Sydney.
Our Sydney office is on George Street in the CBD, minutes from Town Hall. We help individuals and families from across Greater Sydney think clearly about their bigger decisions - free of commissions and free of pressure.
Hannah Goldberg
436 George StreetSydney NSW 2000
Independent advice, in person in Sydney
Our Sydney office is on George Street in the CBD, minutes from Town Hall. We help individuals and families from across Greater Sydney think clearly about their bigger decisions - free of commissions and free of pressure.
Your first meeting is complimentary and entirely without obligation. We agree any work, and a fixed fee, in writing before we begin - so there are no surprises and nothing to sell you.
- Commission-free advice, paid only by you
- One advisor, from first meeting to last
- Fixed fees, agreed upfront
Ways we work with Sydney clients
Whatever you're weighing up, every engagement is shaped around your situation, delivered in person at our Sydney office, with a fixed fee agreed upfront.
Decision clarity session
Turn a tangle into a clear next step.
A focused, one-off session to weigh a single big decision - the options, the risks, the trade-offs - so you leave knowing exactly what to do.
Planning & strategy
From a goal to a concrete plan.
We turn a goal that matters into a clear, sequenced plan with milestones, so you always know the next move and the right time to make it.
Second opinion review
An honest check before you sign.
Already holding a proposal or quote? We review it independently and tell you plainly whether it stacks up - and what to question first.
Ongoing advisory
A steady hand, year after year.
A trusted advisor on call for the long run - regular sit-downs and an impartial person to think things through with whenever life calls for it.
Advising clients across Greater Sydney
We meet clients from right across the region. A few of the areas we regularly work with:
- North Sydney
- Parramatta
- Mosman
- Bondi
- Chatswood
- Manly
- Surry Hills
- Hornsby
“They gave me room to think, and the questions I hadn't thought to ask. I left certain.”
Good to know
You'll find us at 436 George Street, Sydney NSW 2000 - steps from Town Hall Station and the George Street light rail.
Yes. Every Sydney engagement is face to face - we don't advise over the phone. The decisions clients bring us deserve an unhurried conversation across the table.
Your Sydney office is led by Hannah Goldberg, Managing Director, with a local advisory team. The advisor who understands your situation in the first meeting is the same one with you at the last.
Ready to talk it through in Sydney?
Your first meeting is complimentary, in person, and entirely without obligation.