Terms and conditions for subscription planning

Please read these terms carefully before using our Australian financial planning subscription service. By subscribing, you agree to these terms and acknowledge our policies and disclaimers.

September 26, 2025

Acceptance of terms

By accessing or using our service, you agree to all terms and conditions stated here as well as any applicable Australian laws and regulations. If you do not accept these terms, please do not use our service.

Definitions

The following terms guide interpretation of this agreement:

• "Service" refers to the subscription-based financial planning offered through this website.
• "Subscriber" means any individual or business enrolled in our subscription plan.
• "Advisor" refers to our qualified Australian financial planning professionals.
• "Content" means all materials, documents, and information provided on this site.

Service usage requirements

You must use the service lawfully, for its intended purpose, and provide accurate information when requested.

Eligibility

You must be at least 18 years old and legally able to enter into a contract in Australia to subscribe.

Service not available to minors.

Subscriber responsibilities

Subscribers must adhere to these requirements:

• Provide current, accurate contact and payment details.
• Notify us of changes affecting your subscription or service needs.
• Not misuse or attempt to disrupt the service or website.
• Comply with all Australian laws relating to financial services.

Prohibited uses

You may not use our service for any unlawful or unethical purpose.

• Engaging in fraudulent, deceptive, or misleading conduct.
• Attempting to gain unauthorised access to our systems or data.
• Interfering with the normal operation of the website or service.
• Using the service to violate Australian or international law.
• Harassing, abusing, or threatening our staff or other users.

Intellectual property rights

All website content, branding, and materials are owned or licensed to us. You may not reproduce, distribute, or use our intellectual property except as expressly permitted by law or written consent.

User-submitted content

You are responsible for any content or information you submit through our site or service.

Privacy and data protection

We handle your personal data in accordance with Australian law and our Privacy Policy. Your information is only used as outlined in those documents. Read Privacy Policy

Service and advice disclaimer

All advice is general and tailored to your information at the time of consultation. Results may differ and are not guaranteed.

Limitation of liability

We are not liable for losses except as required by Australian law. Use of service is at your own risk.

Indemnification

You agree to indemnify us against claims related to your use of the service, subject to law.

Dispute resolution and law

All disputes are governed by Australian law and resolved in Australian courts.

Applicable law and venue

Australian law applies. Disputes are subject to Australian jurisdiction.

Termination

We may terminate or suspend your subscription with notice if terms are breached or as required by law.

Modifications

We may update these terms. Continued use of the service confirms your acceptance of any changes.

Severability

If any term is found invalid, the rest remain in effect.

Entire agreement

These terms, together with our policies, form the full agreement between you and us.

Contact us for terms enquiries

Use the contact information below for any questions about these terms.