FinWizard Financial Services

FinWizard Financial Services

Terms & Conditions

Website information

Website content provides general information about FinWizard services, not personalised financial, tax, investment or legal advice. Requirements depend on your circumstances and applicable rules.

Enquiries and engagements

Submitting an enquiry does not create an engagement or guarantee a result. Scope, responsibilities and applicable requirements are agreed separately before work proceeds.

Outcomes and third parties

Approvals, filings, refunds, certification and financing decisions remain subject to relevant authorities, lenders and authorised entities. External websites operate under their own terms.

Service scope

FinWizard Financial Services provides advisory, consultancy, documentation, filing, compliance support and facilitation services, as applicable. Statutory audits, regulated certifications, portfolio management, investment distribution and insurance distribution are not represented as direct services of FinWizard. Where regulated activities are required, they are subject to applicable registrations, authorisations and engagement with appropriately authorised professionals or entities.