Terms of use

Australian Financial Services Licensing

Wealth Foundations Australia Pty Ltd (ACN 128 438 013) as trustee for the Wealth Foundations Unit Trust (ABN 95 965 896 114), trading as Wealth Foundations, is a corporate authorised representative of Wealth Leadership Services Pty Ltd (Corporate Authorised Representative No. 319641). Wealth Leadership Services Pty Limited (ABN 36 121 535 993) is a licensed Australian financial services firm (AFS Licence No. 317369).

Site access

This web site ("this Site") is owned by Wealth Foundations Australia Pty Ltd as trustee for the Wealth Foundations Unit Trust ("Wealth Foundations"). By accessing or using this Site you agree to be bound by these terms of use and Wealth Leadership Services Pty Ltd’s ("Wealth Leadership’s") Privacy Statement.

General Advice Warning

The material contained on this website is for general purposes only and should not be used as a substitute for personal financial advice. This Site is prepared and operated without taking into account your specific objectives, financial situation or needs. No person should act or refrain from acting solely on the basis of this material.

Before making a financial planning or investment decision, you should consider if it is appropriate for your circumstances. You should read and understand any relevant Product Disclosure Statements or any other associated documentation relevant to your individual situation.

This website was prepared in good faith and Wealth Foundations accepts no liability for any errors or omissions.

Investment Returns Data

This Site contains simulated investment returns which do not represent actual performance of assets during a period. If the simulated strategy had been implemented during the period the actual returns may have differed significantly from the simulated returns presented. Past performance (whether actual or simulated) is not indicative of future performance.

Index data for various asset classes are also provided on this Site. Such indexes are not available for direct investment. Index performance does not reflect the expenses associated with the investment of an actual portfolio.


Wealth Foundations retains all rights (including copyrights, trademarks, patents as well as any other intellectual property right) in relation to all information provided on or via this Site.

Third Party Content

Wealth Foundations is in no way responsible for the content of any website that may be linked to this Site, whether the hyperlink is provided by Wealth Foundations or a third party. We do not control and are not responsible for the information on any other website found through this Site.

Posting of Comments

You are personally responsible for any postings or comments made to this Site. Therefore, you should not include any misleading or deceptive information in your postings.

If you own or have some other interest in a security, or you have any connection with a securities issuer that you may benefit from, you must disclose that fact.

Wealth Foundations reserves the right to remove or not post any comments directed to this Site.


The information, representations and statements expressed or otherwise implied in this website are made in good faith and have been derived from sources and research believed to be reliable and accurate. To the extent permitted by law, Wealth Foundations, Wealth Leadership, their directors and employees expressly disclaim any liability and responsibility for any loss or damage arising in connection with access to this Site, however arising.

Applicable Law and Relevance

This Site and its Terms of Use shall be governed and construed in accordance with the laws of New South Wales, Australia.

The information on this Site is for residents of Australia only and the Site has not been constructed with any other country in mind.


Wealth Foundations reserves the right to change the information on this Site, including these Terms of Use, at any time and without notice. It is recommended that you review the information provided on this Site, including these Terms of Use, periodically for changes.

Download our free eBook "The Value of Financial Planning: The Wealth Foundations' Way"

This eBook makes the value of financial planning more concrete by examining actual client experiences with the "Wealth Foundations Way". It examines the changes in the financial situations of ten clients who have agreed to share their progress over the time they have been working with a Wealth Foundations' principal

* No registration required

Should you find our eBook of value, please feel free to email to a friend or colleague or post on your blog.