Whether you have questions about our services or are ready to begin your fee assessment, we are here to help. Our team typically responds within one business day.
To help us provide the most relevant information, consider gathering details about your current banking arrangements. This might include recent statements, a list of accounts you hold, and any specific concerns about fees you have noticed.
If you are a business enquiring about merchant fees, having recent EFTPOS statements or payment processor invoices ready will help us give you a more accurate assessment of potential savings.
We aim to acknowledge all enquiries within 4 hours during business hours. Detailed responses typically follow within one business day. For urgent matters, please indicate this in your message.
Our Melbourne office is located in the heart of the CBD, easily accessible via public transport. We are a short walk from Flagstaff and Southern Cross stations. Street parking is limited, but several parking garages are within a five-minute walk.
In-person consultations are available by appointment. If you prefer to meet face-to-face, please mention this in your enquiry and we will arrange a suitable time.
Personal banking audits are typically completed within 5-7 business days. Business assessments may take 7-10 days depending on complexity. We will provide a timeline during our initial response.
No. We never ask for your online banking credentials. Our analysis is based on statements and documents you provide directly. We recommend downloading PDF statements from your bank and sharing those securely.
If our analysis does not identify meaningful savings opportunities, we will explain why and refund 50% of the service fee. Our goal is to deliver genuine value, not just a report.
Disclaimer: Communications through this website do not create a formal client relationship until an engagement letter is signed and payment is received. Information shared during initial consultations is kept confidential but is not protected by professional privilege until a formal engagement begins. We are committed to data security and handle all client information in accordance with our privacy policy and applicable Australian privacy laws.