Let’s Start the Conversation
Ready to gain clarity and confidence in your financial future?
Reaching out is often the hardest part, but we promise it’s the simplest step. Whether you have a quick question or want to book your free initial chat, we’re here to listen.
We believe in open, honest conversations, free from jargon. There’s no obligation, just an opportunity to see if we’re the right fit for you.
Flexible Advice Options to Suit Your Life
We understand you’re busy. That’s why we predominantly provide our advice services via flexible online methods, making it as easy as possible for you to get the clarity you need without the hassle of travel and parking. We serve clients throughout Perth and beyond (online), bringing expert advice directly to you.
Your Choices for Consultation:
- Online Meetings (Zoom/Video Call): Our most popular option. Schedule a video appointment via Zoom from the comfort of your home or office, anywhere in Australia.
- Phone Call: Prefer to chat? Schedule a phone call at a time that works for you.
- Email / Online Forms: For simpler inquiries or document exchange, we utilise secure online methods to provide advice efficiently.
- Face-to-Face (Mobile Service): For clients where an in-person meeting is identified as beneficial for the financial planning process, we can arrange to meet at your home, a local cafe, or your workplace within the Perth metropolitan area. Our initial consultations are typically conducted online or by phone for your convenience.
Book Your Free Initial Consultation
The easiest way to begin is to schedule a time that works best for you directly in our calendar. This complimentary, initial chat is your chance to ask any questions and see whether we are a good fit to help you out. From there we can progress to the other meeting preferences as required.
Book Your Free 15-Minute Call Now
If you prefer email send us an email with a brief summary of what you are looking for and we will get back to you.
Or, Get In Touch Directly
If you prefer, please reach out using any of the methods below. We aim to respond to all inquiries within one business day.
Phone: Schedule a call with us
Email: hello@concordwealth.com.au
Office Address: PO Box 355 Maylands WA 6931