Subscription service terms and conditions

These terms outline the conditions for using our financial planning subscription service. Please read them carefully before subscribing or using our site.

August 18, 2025

Acceptance of terms

By using this site or subscribing to our service, you agree to be bound by these terms and all applicable policies. If you do not agree, please do not use our service.

Definitions

Key terms used in these conditions are explained below for clarity.

• 'Subscription' refers to the monthly, quarterly, or annual service provided for a set fee.
• 'User' refers to any individual accessing or using our website or services.
• 'Content' means all text, images, and materials published on the site.
• 'Team' means our employees, consultants, or authorised representatives.

Service usage conditions

The service is intended for adults in Australia seeking ongoing financial planning support. Users must comply with all local laws.

Eligibility

Our service is available to individuals aged 18 or older, residing in Australia, and able to form binding contracts.

Proof of eligibility may be required.

User responsibilities

Users must provide accurate information and maintain confidentiality of account credentials.

• Keep contact and subscription information current and accurate.
• Use the service only for lawful purposes in accordance with these terms.
• Not share, copy, or distribute content without permission.
• Promptly notify us of any unauthorised account access or security issues.

Prohibited uses

Certain activities are not allowed on this site.

• Engaging in unlawful, fraudulent, or harmful activities.
• Uploading malicious code or interfering with website operations.
• Attempting to access accounts or data without authorisation.
• Misrepresenting your identity or credentials.
• Using the service for unauthorised advertising or solicitation.

Intellectual property rights

All content, trademarks, and materials on this site are owned or licensed by us. You may not reproduce or use them without written consent.

User content

Users may submit questions or information as part of their subscription. We reserve the right to moderate or remove inappropriate content.

Privacy and data protection

Your personal information is handled according to our privacy policy and in compliance with Australian regulations. View privacy policy

Disclaimers and limitations

Information provided is for general purposes and may not be suitable for every situation.

Limitation of liability

We are not responsible for indirect, incidental, or consequential damages arising from your use of the service.

Indemnity

You agree to indemnify and hold us harmless from any claims relating to your use of the service or breach of these terms.

Dispute resolution process

If a dispute arises, we encourage informal resolution before formal proceedings.

Applicable law and jurisdiction

These terms are governed by Australian law. Disputes will be subject to Australian jurisdiction.

Termination

We reserve the right to terminate accounts or subscriptions that violate these terms or applicable laws.

Changes to terms

We may update these terms periodically. Please review this page for the most current version.

Severability

If any term is found to be unenforceable, the remaining terms will continue to apply.

Entire agreement

These terms, together with our policies, constitute the entire agreement between you and us.

Contact for terms and conditions

For questions about these terms, please use the contact details below.