Connect With Our Team
Schedule a consultation to discuss your emergency fund planning needs. Our advisors are ready to guide you through building financial security that works for your unique situation.
Visit Our Office
Address
42 Bramble St
Bendigo VIC 3550
Australia
Bendigo VIC 3550
Australia
Phone
Email
Planning Your Visit
Office Hours: Monday to
Friday, 9:00 AM - 5:30 PM
Parking: Free visitor
parking available in the rear courtyard.
Enter via the laneway beside our building.
Public Transport: Bendigo
Station is a 12-minute walk. Bus routes 1 and
3 stop directly outside.
Accessibility: Ground floor
access with wheelchair-friendly entrance.
Accessible restroom facilities available.
Meeting Rooms: Three private
consultation rooms equipped with presentation
screens and comfortable seating.
Schedule Your Consultation
Book a personalized session to discuss your emergency fund strategy. We'll review your current financial situation and create a tailored approach to building your safety net.
What to Expect During Your Visit
Before You Arrive
Gather your recent bank statements, pay
slips, and any existing savings account
information. Think about your monthly
expenses and any irregular costs you might
face. We'll use this information to
calculate your ideal emergency fund
target.
During the Session
Your advisor will review your current
financial position, discuss potential
emergencies specific to your lifestyle,
and create a realistic savings timeline.
We'll explore different account options
and automation strategies to make saving
effortless.
Follow-Up Support
You'll receive a personalized action plan
with specific steps and recommended
account setups. We offer quarterly
check-ins to track your progress and
adjust your strategy as your circumstances
change.