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The EveryWealth website has three forms for getting in touch. Each one sends your answers to the EveryWealth sales team at sales@everywealth.com.au. Once your request has been sent, we send you a confirmation email.

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Book an introduction

Use the form on the home page to arrange a conversation with the EveryWealth team. You are asked for:
  • Your name and email address.
  • Whether you are an adviser, accountant or administrator, a family office, an individual, or something else.
  • An optional message with anything you would like us to know beforehand.
What happens next: you receive an email confirming your request. Someone from the team then contacts you to find a time that suits you.

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Request pricing

Use the form on the Pricing page to receive pricing for your organisation. You are asked for:
  • Your name, work email address and phone number. Personal email addresses such as Gmail or Outlook are not accepted.
  • Your organisation’s name, your role, and the type of organisation (for example an advisory firm, family office or wealth manager).
  • Confirmation that you understand any pricing we share is indicative, confidential, and intended only for prospective customers.
  • Optionally, whether you would like to receive product updates.
What happens next: you receive an email confirming your request, and the team contacts you with pricing.

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Request security and compliance information

Use the form on the Trust page if you need documentation about how EveryWealth protects information, for example for due diligence or an audit. You are asked for:
  • Your name and email address.
  • Your role and organisation.
  • Your relationship to EveryWealth: an adviser acting for a client, someone carrying out due diligence or an audit on a client’s behalf, an existing client, or a prospective client.
  • The scope of the information you need.
  • Confirmation that the details you have given are accurate.
What happens next: you receive an email confirming that your request has been received. The team reviews it and, where appropriate, contacts you to verify your details before any documentation is released.

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If you have more to add

Reply to the confirmation email to add anything to your request. Your reply goes to sales@everywealth.com.au. You can send more than one request. Each one is received and answered separately.