Effective Date: 23 October 2025
Welcome to Plan for Wealth (“we,” “us,” “our,” or “Plan for Wealth”), ABN: 43732137288. By accessing or using our website, planforwealth.com.au (the “Site”), and our services, you (“you” or the “User”) agree to be bound by these Terms and Conditions (“Terms”). If you do not agree with these Terms, you must cease using this Site and our services immediately.
Plan for Wealth provides education, strategy coaching, and consulting services only. Our primary services include, but are not limited to:
You acknowledge and agree that Plan for Wealth is not a licensed financial, credit, or migration advisory firm. All information provided on this Site or through our coaching and consulting services is for educational and strategic purposes only.
Specifically, we do not provide:
Financial Product Advice: We do not provide any personal financial advice or recommendations to buy, sell, or hold any financial product.
Credit Advice or Assistance: We do not provide regulated credit advice, mortgage broking services, or credit assistance as defined under the National Consumer Credit Protection Act 2009 (Cth). Our services are limited to strategic coaching on loan structures and cash flow.
Immigration Advice: We do not provide immigration advice or assistance as defined under the Migration Act 1958 (Cth). Our services are limited to coaching on settlement matters (e.g., banking, housing).
For any regulated advice, we may coordinate with or refer you to appropriately licensed professionals (such as financial advisors, mortgage brokers, or registered migration agents). Plan for Wealth is not responsible or liable for any advice provided by these third-party professionals.
You agree to use the Site only for lawful purposes and in a manner that does not infringe the rights of, restrict, or inhibit anyone else’s use and enjoyment of the Site. You agree not to:
Use the Site for any fraudulent or illegal purpose.
Copy, reproduce, resell, or redistribute any content from the Site without our express written permission.
Interfere with the security or proper working of the Site.
All content on this Site, including text, graphics, logos, images, and software, is the property of Plan for Wealth or its content suppliers and is protected by Australian and international copyright and trademark laws. You may not use any of this content without our prior written consent.
This Site may contain links to other websites operated by third parties. These links are provided for your convenience only. We do not control these third-party websites and are not responsible for their content, privacy policies, or practices. The inclusion of any link does not imply endorsement by Plan for Wealth.
The Site and its content are provided on an “as is” and “as available” basis. Plan for Wealth makes no warranties, express or implied, regarding the accuracy, completeness, reliability, or suitability of the information on the Site. All information is general in nature and should not be relied upon as a substitute for professional, regulated advice tailored to your specific circumstances.
To the fullest extent permitted by law, Plan for Wealth (including its directors, officers, employees, and agents) shall not be liable for any direct, indirect, incidental, special, or consequential damages, losses, or expenses (including loss of profits, data, or goodwill) arising out of or in connection with:
Your access to, use of, or inability to use the Site.
Any information or content obtained from the Site.
Any reliance you place on the educational information or coaching provided by us.
Any services provided by a third-party professional referred by us.
Your sole remedy for dissatisfaction with the Site is to stop using the Site.
You agree to indemnify, defend, and hold harmless Plan for Wealth and its affiliates, officers, directors, and employees from any claim, demand, loss, or damage (including reasonable legal fees) arising out of your breach of these Terms or your use of the Site.
We reserve the right to amend these Terms at any time. Any changes will be effective immediately upon posting the updated Terms on this page. Your continued use of the Site after any such changes constitutes your acceptance of the new Terms.
These Terms shall be governed by and construed in accordance with the laws of the State of New South Wales (NSW), Australia. You agree to submit to the exclusive jurisdiction of the courts located in New South Wales to resolve any dispute arising out of these Terms or your use of the Site.
If you have any questions about these Terms and Conditions, please contact us at:
Plan for Wealth Email: Info@planforwealth.com.au
Phone: 0406 754 553
Address: 1st Floor 2G Auburn Road Auburn NSW 2144
