Terms and Conditions
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This website and service is provided by FinancialAdviceOnline, a division of MASU Financial Management Pty Ltd, Australian Financial Services Licensee Number 231140.
This website and service are provided in good faith and all care has been taken in the provision of all services rendered.
None of FinancialAdviceOnline and/or MASU Financial Management Pty Ltd, its Directors, staff or any of its associates accept any liability to any person acting upon information contained within this website or arising out of the use of this service.
To enable us to give you appropriate financial advice it is important that you provide us with all information that is necessary to enable a proper consideration and understanding of your financial circumstances. If you fail to provide us with full details of your relevant financial circumstances then you run the risk of being given advice that is incomplete or inappropriate for your needs.
None of the proprietary information contained in this website may be reproduced in any form whatsoever.
This service is provided in good faith and is for your use only, based on your personal circumstances. If the service is in any way abused or used in a way that it was not designed or intended for, we reserve the right to cease rendering any further services to you without refund.
By making payment of the required fee and/or completing the Online Fact Find you signify your understanding and acceptance of all these Terms and Conditions.
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By making payment you acknowledge that such payment is completely non-refundable in the event that you change your mind and do not wish to proceed with the service.
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What your Financial Action Plan will give you.
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- Written Financial Action Plan designed specifically for you.
- Phone or face to face consultation with one of our financial advisers.
- Assistance in implementing any of the suggestions made in your action plan.
- Regular information updates relevant to you.
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You will participate in an in depth Virtual Consultation, through our online fact find form, which will give you and us a comprehensive overview of your assets and liabilities, income and expenses and helps establish your risk profile, identify your financial concerns and goals and your money preferences amongst other things. This Summary will help identify all the strengths and weaknesses in your financial position.
You will then be given a Financial Action Plan that may involve the following areas:
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- Wealth creation
- Property investment
- Managed funds (equities)
- Tax minimization
- Retirement planning
- Risk management
- Superannuation
- Debt management
- Cash flow management
- Estate planning
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