Online Refund Policy

This is our refund policy as a company for you for products sold online.

Returning Products / Money Back Guarantee

We offer a full 30 day money back guarantee no questions asked, on any online products sold. All you have to do is write to us, and say you are not happy with the book, and would like a refund, and you will get a prompt and courteous 100% refund within 7 days.

For the refund, click on the link below which takes you to the refund request page on our website.

Do I have to Return the Product?

If it is an online product, no you do not have to return the product. You can keep it.

If it is a physical product, yes you will have to post it back. Once we receive it, you will get a prompt and courteous refund within 7 days of the receipt of the product.

Faulty Product

Contact our Customer Service Centre on 1300 669 336 (8.30am to 5.30pm AEST Monday to Friday). Alternatively, click on the link below, complete the request form and we will fix it for you.

Wealth Safe Video

NEW CLIENT FREE STRATEGY SESSION

If you are making an enquiry for the FIRST TIME with Wealth Safe and interested in becoming a new client, book in your “no obligation” high-end advice strategy session by completing your details below. Our team will contact you within 24 hours.

 

Our Process

Our Process

After a thorough analysis of your data and unique circumstances we advise you of all oppotunities. We guide you towards the best path and take control of implementation. Through every stage, we ensure full tax compliance and ongoing support.

Initial Consultation

Initial Strategy Session

It's a no-obligation risk-free assessment with a full money back guarantee (conditions apply).

Strategy Development

Analyse Your Situation

Financially modelling your situation. We present your options and outline the possible tax savings.

We provide a written report with options to minimise your tax along with our recommendations.

Full Implementation

Create Tailor-Made Solution

WWe have a follow up meeting and create a strategic tax plan based on your choices.

We outline the process, costs and tax savings, and what you need to do from your side.

Ongoing Support

Full Implementation

We fully implement your tax plan to ensure you meet all local and international legal requirements.

For those moving overseas to flee the Australian tax robbers, we help in the whole process from beginning to end.

Ongoing Support

Ongoing Support

Our service continues after we've implemented everything for you. We provide ongoing training to update you on changes as well as providing options to work with us on an ongoing basis.

Customer Reviews

Customer Reviews

New Client Free Strategy Session

Speak with our team about your tax situation and see how we can put more money in your pocket. See if you qualify for a strategy session to discover what we can do for you. Simply click the adjacent button and complete the enquiry form.