Contact
Start with a conversation.
Tell us what has prompted you to seek advice. Your free 15-minute introductory call is a chance to discuss your situation, ask about our services and decide on the next step.
Choose a time for your call
In a free 15-minute call, we’ll discuss your situation, whether we can help and what working together would involve.
You’ll speak with Tav Palapathwala, founder and director.
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Prefer to get in touch first?
Call 1300 029 071 or email hello@obsidianwealth.com.au.
- Location
- Level 14, 333 Collins Street, Melbourne VIC 3000
- Office hours
- Mon–Fri, 8:30am–5pm
Scope and fees are agreed before any advice work proceeds. Our Financial Services Guide explains our services and how we’re paid.
Send us a message
Tell us a little about your situation and we’ll come back to you within one business day.
Frequently asked questions
Who do you work with?
We work with professionals, business owners, families and retirees who want a clear plan for their finances. You may be earning more, facing a major decision or looking for a better way to manage what you’ve built.
What happens on the first call?
We discuss what has brought you to Obsidian, the help you’re looking for and whether our services fit. The call is free and takes about 15 minutes. If we can help, we explain the next step. Personal recommendations follow the advice process.
How much does advice cost?
Fees depend on the work involved. We explain the scope and fees before you decide to proceed. Our Financial Services Guide sets out our services and how we’re paid.
Do I need a certain amount invested?
We consider your circumstances, the decisions you face and the value advice could provide. An investment balance alone doesn’t tell the whole story. The introductory call helps us establish whether we’re a suitable fit.
Who will I work with?
Tav leads your research, strategy and advice. Our client service, administration and implementation team supports the work by coordinating documents, following up with providers and keeping you informed.
Can you work with my accountant or lawyer?
Yes. With your permission, we work with your existing professionals where their input is needed. This helps keep financial advice, tax decisions and legal arrangements consistent.
Can you help with retirement as well as building wealth?
Yes. We advise people preparing for retirement and those already retired, including how your super, investments, spending needs and other assets fit together. We also help clients plan well before retirement is close.
What happens after the advice is presented?
You decide which recommendations to proceed with. Our team coordinates the authorised changes. Ongoing advice includes scheduled reviews under the agreed service. One-off advice is also available.
How long does the advice process take?
The timing depends on the scope and the information needed. We explain the expected steps after discovery and keep you informed as the work progresses.
Complaints
If something goes wrong.
If you are unhappy with our advice or service, tell us first. Call 1300 029 071 or email hello@obsidianwealth.com.au and we will acknowledge your complaint within one business day and respond in full within 30 days.
If you are not satisfied with our response, you can take the matter to the Australian Financial Complaints Authority (AFCA), the external dispute resolution scheme our licensee belongs to. AFCA can be reached on 1800 931 678, at afca.org.au, or at GPO Box 3, Melbourne VIC 3001. AFCA’s service is free to consumers.
Our licensee is Australian Mortgage and Financial Advisers Pty Ltd, AFSL No. 389206.