We’re based in Merimbula and serve clients across the Bega Valley and Far South Coast. We also work with clients remotely via video call where it suits.
The best way to start is a conversation. Use the form below, call us directly, or send an email — whichever suits you.
Unit 1/42 Main Street,
Merimbula NSW 2548
Monday to Thursday,
9:00am – 4:00pm AEST
dean@Indigofp.com.au
0405 134 748
A 30-minute initial conversation (a consultation fee of $125 may apply). This fee is fully credited against your advice fee if you proceed. Available Monday to Thursday, 9:00am – 2:00pm AEST.
Absolutely — and in fact this is the ideal time to engage us. The best time to find a local financial planner at your retirement destination is before you move, when there’s still time to structure your property sale, superannuation and income properly. We work with clients in Sydney, Melbourne and Canberra who are planning a sea-change and want everything in order before they arrive.
We’re best placed to help clients with investable assets of $400,000 or more who are looking for advice across their whole financial picture — super, investments and estate planning. If you have the asset base but are only looking for advice on one small part of it, we’re probably not the right fit. If you’re earlier in your wealth journey, we’re happy to point you in the right direction.
Yes. We work with clients across regional NSW and can conduct reviews and meetings via video call. Many of our clients who have moved away from the region continue to work with us remotely.
We typically have availability for an initial conversation within 1–2 weeks. Contact us and we’ll find a time that works.
Nothing formal is required for the initial conversation. If you want to come prepared, a rough sense of your super balance, any investment properties, outstanding debts and your current income is a good starting point.
The initial 30-minute consultation is $125, paid at booking and non-refundable. Ongoing advice fees are discussed transparently during that first meeting and detailed in writing in your Statement of Advice. There are no hidden fees.
Separately Managed Accounts (SMAs) are not suitable for every client. Before making any recommendation, we assess your investment objectives, risk tolerance, time horizon, financial situation and personal needs in full. SMAs are generally considered for clients where the structure provides a meaningful benefit — such as direct ownership of underlying securities, transparency of holdings, and tax efficiency. Where an SMA is not the right fit, we recommend an alternative investment structure. All recommendations — including the reasons for them — are documented in your Statement of Advice.