Wealth Strategies

Securing Your Financial Well-Being

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Terms and Conditions

Our practice works on a primarily fee for service basis.

Our fees are agreed with you in advance – there are no surprises.

Fees will be appropriate to your requirements and the complexity of your situation and disclosed in detail in our written Statement of Advice (SoA).

Acceptance of our Advice recommendations as detailed in the SoA requires your written agreement prior to our implementation of the agreed recommendations on your behalf.

Depending on our agreement with you and the nature of the advice being provided, fees may be invoiced directly to you or payable to us from your investment or other product.

Invoiced fees are generally payable within 14 days.

We must provide you with a copy of our Financial Services Guide (FSG) if we are going to provide you with financial services. A copy of Wealthsure’s Privacy Policy is available on this website and on request.

The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Eastern Rainbow Wealth Strategies will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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Obligation-Free Information

Interested in learning how you can look after your long term wealth, whilst enjoying your preferred lifestyle?

Call or email Wealth Strategies today to organise a one-on-one obligation-free cost-free meeting.

We Listen, We Tailor, You Decide!

The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Wealth Strategies will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

Eastern Rainbow Wealth Strategies Pty Ltd trading as Wealth Strategies is an Authorised Representative of Sentry Advice Pty Ltd AFSL 227748

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