Authorisation and Consent

Property Portfolio Plan – Webinar Only Offer

 

• You request Empower Wealth to prepare a Property Portfolio Plan based on the information provided in your submitted Personal Financial Fact Find.
• You authorise the use and disclosure of your information as contained in the Fact Find for the purpose of preparing a Property Portfolio Plan and for the provision of any further advisory services provided by the Empower Wealth group of companies. You understand that unless you consent to the use and disclosure of this information, Empower Wealth will not be able to implement the requirements of your Plan.
• You understand that your Property Portfolio Plan will be based solely on the information provided in the Fact Find, as such you declare that the information you provide is accurate and up to date to the best of your knowledge. You also understand that Empower Wealth will need to be immediately informed of any changes or variations to the information as provided in the Fact Find and that the Property Portfolio Plan outcomes may be influenced by that.
• You acknowledge that Empower Wealth will be providing a Property Portfolio Plan based solely on the information you have provided in the Personal Financial Fact Find. You understand that the Property Portfolio Plan is comprised of a series of mathematical projections designed to illustrate the outcome calculated from the information provided and used as input values and assumptions contained in the model.
• You agree to make payment/s to Empower Wealth in the amount of $4647, being the fee for preparation of the Property Portfolio Plan, of which $197 is payable immediately, $1950 is payable after the Initial Strategy Meeting is held and the balance is payable on delivery of the Plan. You understand that Empower Wealth will issue an invoice for the interim payment after the Initial Strategy Meeting and another invoice for the outstanding balance after the delivery of the Plan. You understand that both invoices will be payable within 14 days of the date of issue.
• You agree that refunds are not issued for any part of the deposit payment that has been paid except on your Empower Wealth advisor’s agreement that we are not able to go ahead with your Plan due to your current financial cash flow and/or specific circumstances or you’ve specifically told us in a written format that you do not want to proceed with the Property Portfolio Plan within 24 hours after the Initial Strategy Meeting.
• You agree that if the planning process exceeds the period of 45 days from the Initial Strategy Meeting, Empower Wealth reserves the right to invoice for works completed up to that time with the balance being payable on delivery of the Plan.
• You acknowledge that Empower Wealth reserves the right to charge interest on any amount not paid within 30 days of the due date together with any costs and expenses (including actual legal fees incurred on a full indemnity basis) occasioned in recovering any unpaid amount. Interest is charged at the Cash Rate Target as fixed by the Reserve Bank of Australia plus 2%, for the period beginning 30 days after the due date until the invoice is paid in full.

 

If you’ve any questions regarding this terms of service, please do not hesitate to contact us at [email protected] or 1300 123 842 to speak to one of our friendly team members.