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Meeting Options

Please select the best option to speak with a Financial Advisor.

20 Minute Chat

Whether you're new here or an existing client, if you would just like to book a quick phone or Zoom meeting, select a day and time that works for you. This is a quick, no-obligation conversation to discuss your financial needs and goals. It's an opportunity to ask questions, learn about our services, and see how we can assist you with your financial planning, all in a relaxed and informal setting.

Discovery Meeting

Book a complementary initial financial planning meeting to discuss your current financial situation, future goals and the financial support you need. During this meeting, we explore areas such as retirement planning, debt management, asset protection or investment strategies, and discuss how we can help you achieve your aspirations with a personalised financial plan tailored to your needs.

What Our Happy Clients Say

You can be our next success story!

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Google

I couldn’t be more impressed with the service and expertise provided by Harry. From our first meeting, they took the time to understand my financial goals and created a personalized plan that made me feel confident and in control of my future. He...

Jeremy Wee

Jeremy Wee

a month ago

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Google

Harry has been our financial adviser for a number of years. He has made our transition to retirement seamless and our super has grown substantially due to his recommendations. It is a comfort to have someone with Harry's knowledge to guide us in...

Trudi Verrall

Trudi Verrall

4 months ago

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Google

We have been dealing with Harry for several years now. He has always been very thorough & professional with the advice he has provided us & we look forward to working with him in the years ahead. An absolute pleasure to deal with.

David Thomas

David Thomas

3 months ago

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Google

We have known Harry Hagias for several years as he was our financial advisor at NAB. He was always informative regarding our finances and investments. As we trusted him implicitly, when he moved on from the bank, we followed him. We find him...

Marie Howarth

Marie Howarth

5 months ago

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Google

Harry has been looking after my wife and my financial affairs for many years. He is a consummate professional and has assisted our super growth in since rolling it over after retirement. He is thorough and fees are very competitive. He regularly...

Michael Campion

Michael Campion

6 months ago

Google rating score:

Star

5.0 of 5, based on 14 reviews