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Thank you for Confirming your Appointment

Your  Financial Planning and Advice Meeting with Raf is now confirmed and we look forward to discussing with you the following:

  • Portfolio Construction

  • Investment Planning and Advice

  • Asset Protection and Risk Management

  • Tax (Financial) Planning 

  • Retirement Planning and Advice

  • Analysis and Projections on how we are currently tracking

  • Estate Planning 


If you chose our Barangaroo Office for our meeting, please confirm with us if you require parking


Feel free to contact me or my team if there are any questions or queries.


With Warm Regards

Raf Hallak 

Raf Joseph Hallak 

Director & Executive Advisor

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