Client intake software for advisers and advice practices
Capture goals, complexity signals and service-fit details before adviser review, without presenting automated financial advice.
Client intake flows for financial planning, retirement, insurance and SMSF advice with strong compliance wording.
Discovery-call and adviser-review pathways. Compliant indicative fee wording. Client, goal and complexity-based service packaging
Template pack
Each industry pack includes intake forms, fee logic, FAQs, packages and public demo pages.
Financial Planning Service Fee Estimate
Advice-practice enquiry qualification covering focused advice, comprehensive plans and ongoing review packages.
Typical range: $0 to $8,000+
Financial Planning PackInsurance Advice Enquiry
Life, TPD, income-protection and personal-risk advice enquiries.
Typical range: $800 to $3,500
Financial Planning PackRetirement Planning Enquiry
Retirement-planning, pension and transition-to-retirement enquiries.
Typical range: $2,000 to $8,000
Financial Planning PackSMSF Advice Enquiry
SMSF setup, review and strategy enquiries that require adviser review.
Typical range: $1,500 to $5,500
Why QEngine fits this industry
Give clients an indicative fee range while making it clear that final scope, documents and professional review still matter.
The customer problem
Client intake flows for financial planning, retirement, insurance and SMSF advice with strong compliance wording.
How QEngine structures the enquiry
Financial Planning Service Fee Estimate, Retirement Planning Enquiry, Insurance Advice Enquiry
Example estimate range
$0 to $8,000+
Why it saves time
Discovery-call and adviser-review pathways. Compliant indicative fee wording. Client, goal and complexity-based service packaging
Frequently asked questions
Common questions for financial planning pack users.
Does QEngine provide financial advice?
No. QEngine only captures enquiry scope and gives an indicative service-fee guide. A licensed adviser must review every matter.
Can it separate simple and complex advice cases?
Yes. SMSF, business ownership, insurance and complex structures can trigger adviser review and broader fee ranges.