Legal Information

Website Term of Use

All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

The information on this site is current at the date of publication but may be subject to change. Whilst Wisdom of Wealth has made every effort to ensure that information is free from error, we do not guarantee that the information or images are current, complete or correct and accept no responsibility therefore. Wisdom of Wealth also does not guarantee that this website or third party websites will be free from viruses.

References to other sites are provided as an information service only and should not necessarily be construed as an endorsement. Conversely, omissions should not be construed as non-endorsement. Wisdom of Wealth does not accept responsibility for the content of material of any third party sites.

Privacy Policy

Wisdom of Wealth respect the privacy of our clients, agents and associates and protect your personal information. We comply with the National Privacy Principals (NPPs) as implemented under the Privacy Amendment (Private Sector) Act 2000 ('Privacy Act'), which came into effect on 21 December 2001. The Privacy Act established a national scheme for the handling of personal information by private sector organisations.

The NPPs are the minimum privacy standards.

To access the Wisdom of Wealth Privacy Statement please click here.

Financial Services Guide 

Our current Financial Services Guide and its supplementary, along with an Adviser Profile can be access by clicking the following links:

Financial Services Guide 

S upplementary Financial Services Guide

Adviser Profile

Live Event Program Agreements and Payment Policies

Because we often sell out in advance, we will only hold a seat for you for 5 working days and until full payment for the course is received. If we do not receive full payment for your attendance by that time, we will release your seat.

Payment for workshops are accepted via EFT or Pay Pal in advance of the event.  For some events we also offer Installment payments via Pay Pal.

Cancellation Policy for Live Events

We provide a full refund of your event fee if written request is received within 10 days of purchase date and providing notice is received 30 days prior to the event date that you have signed up.

If written request is received within 10 days of purchase date and providing notice is received between 15-30 days prior to the event date, you will receive a refund of 50% of your event fee.

No refunds are available after the above dates and the seat at the event will be forfeited.

Transfer Policy for Live Events

To transfer the dates of a Wisdom of Wealth Workshop or Live Event without penalty, written request must be received more than 60 days before the start date of the workshop. Otherwise….a Transfer Fee of $500 will be charged.

Terms and Conditions for Coaching Programs

Please feel free to download a copy of the Terms and Conditions for Private and Group  Coaching Programs

Download Terms and Conditions 





"The best workshop I’ve ever attended – you changed my life in just the first couple of hours." Annemaree Jensen

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