Terms & Conditions

May 28, 2025

Service Agreement

These terms govern your use of Agencyfolverta financial planning subscription services.

By subscribing to our services, you agree to these terms and conditions.

Definitions

For the purpose of these terms:

  • Service: Financial planning subscription and related advisory services
  • Subscriber: Individual or entity using our paid subscription service
  • Platform: Our website, mobile app, and associated digital services
  • Content: All information, advice, and materials provided through our service

Use of Service

Your use of our financial planning service is subject to these conditions:

Permitted Use

  • Access personalized financial planning advice
  • Use educational resources and tools
  • Contact our advisory team for support

Prohibited Use

  • Sharing account credentials with unauthorized parties
  • Using the service for illegal activities
  • Attempting to circumvent security measures
  • Reproducing or distributing proprietary content

User Responsibilities

As a subscriber, you are responsible for:

  • Providing accurate and complete information
  • Maintaining the confidentiality of your account
  • Using the service in accordance with these terms
  • Making final investment decisions based on your circumstances

Intellectual Property

All content, software, and materials are owned by Agencyfolverta and protected by intellectual property laws.

You may not copy, modify, or distribute our proprietary content without permission.

Privacy

Your privacy is important to us. Please review our Privacy Policy for information about data collection and use. View Privacy Policy

Payment Terms

Subscription fees and payment terms:

  • Monthly subscription fee of $250 AUD (inc. GST)
  • Payments processed automatically on your billing date
  • Fees are non-refundable except as required by law

Termination

Either party may terminate this agreement with 30 days' written notice.

Upon termination, access to the service will be discontinued.

Disclaimers

Our service is provided for informational purposes and does not guarantee investment outcomes.

We disclaim all warranties, express or implied, regarding investment performance.

Limitation of Liability

Our liability is limited to the amount of fees paid in the preceding 12 months.

Maximum liability shall not exceed $3,000 AUD.

Indemnification

Users agree to indemnify Agencyfolverta against claims arising from misuse of our services or violation of these terms.

Dispute Resolution

Dispute resolution procedures:

Arbitration

Disputes will be resolved through binding arbitration in Australia.

  • Australian Centre for International Commercial Arbitration rules apply
  • Single arbitrator appointed by mutual agreement
  • Arbitration conducted in English in Melbourne, Victoria

Alternative Dispute Resolution

For international clients, alternative dispute resolution mechanisms are available.

Online dispute resolution platform access provided: https://ec.europa.eu/consumers/odr

Resolution services available at no additional cost

Governing Law

These terms are governed by the laws of Victoria, Australia.

Changes to Terms

We may modify these terms at any time with reasonable notice.

Changes will be communicated via email and website notification.

Severability

If any provision is deemed invalid, the remaining terms continue in effect.

Entire Agreement

These terms constitute the complete agreement between parties.

Contact Information

For questions about these terms, contact us at info@agencyfolverta.com

Agencyfolverta Financial Planning Pty Ltd

Level 12, 345 Collins Street, Melbourne VIC 3000, Australia

info@agencyfolverta.com

+61 2 7691 6096