Appointment Request

Request a conversation.

Tell us a little about yourself and what you would like to discuss. Marissa will personally review your request and be in touch to arrange a convenient time.

This is a request for an initial conversation — not a confirmed booking or live calendar slot.

Full name

Email address

Phone number

Preferred contact method

Preferred appointment format

Area of advice

Where are you based? (optional)

Preferred time to be contacted (optional)

Short message (optional)

I acknowledge that Wealth Optix will collect and handle the information I have provided to assess my appointment request and follow up as indicated. I have read and understood the Privacy Policy.

Fields marked are required.

Why we collect this information Wealth Optix Pty Ltd and Klim3 (our website and marketing partner) collect the information in this form to assess your appointment request and contact you about the topics you have indicated. Your information may be stored using Netlify Forms (our form submission provider) and will not be used for unsolicited marketing without your separate consent. To access, correct, or request deletion of your information, contact info@wealthoptix.com.au. For the full privacy policy applicable to Wealth Optix, visit sparkfg.com.au/privacy-policy.

[Client review note: This collection notice is a draft placeholder. Final APP 5-compliant wording requires client and/or compliance approval before this page is published publicly.]