Privacy Policy

‘Wealth Safe’ is committed to protecting your privacy and the privacy of any personal information provided to us. ‘Wealth Safe’ complies with the Privacy Act 1988 (Cth) and the National Privacy Principles. To enable us to provide some of our services to you, we need to collect personal information from you – usually your name and email address. You may also choose to provide us with your mobile phone number.

Limitation of Liability

Company, its subsidiaries, affiliates, licensors, service providers, content providers, employees, agents, officers and directors will not be liable for any incidental, direct, indirect, punitive, actual, consequential, special, exemplary, or other damages, including loss of revenue or income, pain and suffering, emotional distress or similar damages, even if company has been advised of the possibility of such damages. In no event will the collective liability of company and its subsidiaries, affiliates, licensors, service providers, content providers, employees, agent, officers, and directors to any party (regardless of the form of action, whether in contract, tort, or otherwise) exceed the greater of $100 or the amount you have paid to company for the applicable content, product or service out of which liability arose.

Indemnity

You will indemnify and hold Company, its subsidiaries, affiliates, licensors, content providers, service providers, employees, agents, officers, directors, and contractors (hereinafter known as the “Indemnified Parties”) harmless from any breach of these Terms of Use by you, including any use of Content other than as expressly authorized in these Terms of Use. You agree that the Indemnified Parties will have no liability in connection with any such breach or unauthorized use, and you agree to indemnify any and all resulting loss, damages, judgments, awards, costs, expenses, and attorney’s fees of the Indemnified Parties in connection therewith. You will also indemnify and hold the Indemnified Parties harmless from and against any claims brought by third parties arising out of your use of the information accessed from this site.

Marketing

Third parties may use cookies, web beacons, and similar technologies to collect or receive information from your website and elsewhere on the internet and use that information to provide measurement services and target ads. If you choose you can opt-out of the collection and use of this information. A video on how to do this is at this link - www.aboutads.info/choices.

Security Policy

Wealth Safe uses Infusionsoft, Eway and Bendigo's Website Payment Gateway for its online credit card transactions.

  • Payments are fully automated with an immediate response.
  • Your complete credit card number cannot be viewed by Wealth Safe or any outside party.
  • All transactions are performed under 128 Bit SSL Certificate.
  • All transaction data is encrypted for storage.
  • Eway is an authorised third party processor.

 

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Discuss Your Options

Complete the below form to discuss your options with us.

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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

Free Initial 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.