Client service

Request a Quote

Tell us about your consulting scope — we respond with fees, timeline and next steps. Product advice is quoted by AFSL licensees after introduction.

Written quote
Scope call
Engagement letter

Consultant reviewing a scoped engagement with a client

How quoting works

We price consulting based on complexity, number of participants, and whether referral support is included. Product advice is not quoted by us — licensees provide their own disclosures and fees after introduction.

Submit the form with factual background (no account numbers or full passport numbers).
Scope call — we clarify fit within two business days where possible.
Written quote — fixed fee or hourly estimate, expiry date, and deliverables listed.
Engagement letter — signed before work commences; consulting begins on receipt of agreed payment terms.

Typical ranges (indicative only): Single settlement briefing from AUD 450; cross-border board workshop from AUD 2,200; documentation readiness packages from AUD 850. Final fees depend on your facts.

Prefer to talk first? Call 02 7908 2521 or email service@wealthinsurance.net.au.

Quote request

First name *

Last name *

Email * Phone * Service area * Preferred start Describe your situation * I understand this is a quote request for consulting only, not personal financial product advice.