Services

FinCoach Australia Pty Ltd (FinCoach) provides financial coaching to Australian residents. All services are subject to the terms and conditions set out in this document.

Private Client financial coaching packages are for 1 or 3 financial coaching sessions, each session is up to 50 minutes long and delivered via phone or video call.

These purchased sessions are valid for 24 months from purchase date, non-refundable and can be transferred to family or friends with approval from your assigned coach. This provides you with flexibility on when you can utilise your sessions.

Appointments are typically held Monday to Friday, but a Saturday appointment might be possible but not guaranteed. We reserve the right to assign different coaches depending on availability or skillset required, although we will endeavour to assign your requested coach when possible.

Please note that we do not send an appointment reminder from our system. Please ensure that you add this appointment to your diary.

Attendance

You may re-schedule or cancel an appointment up to 24 hours before the scheduled appointment time with no loss of session. No-shows, late re-scheduling or late cancellations (within 24 hours of the appointment) may result in the loss of a session.

You must contact your coach prior to the appointment if you are cancelling or re-scheduling. If a late re- schedule or cancellation occurs more than once, that session will be considered “used” and your available sessions will decrease by 1.

Intellectual Property Rights

Unless otherwise stated, FinCoach and/or its licensors own the intellectual property rights for all material provided to the client. All intellectual property rights are reserved. You may view and/or print pages material provided by FinCoach for your own personal use, subject to restrictions set in these terms and conditions.

Restrictions

You are specifically restricted from:

• Republishing material without proper attribution.

• Selling, renting, or sub-licensing material.

• Reproducing, duplicating, or copying material for commercial purposes.

• Redistributing content from FinCoach, unless content is specifically made for redistribution.

Limitation of Liability

In no event shall FinCoach, nor any of its officers, directors, employees and contractors, be held liable for anything arising out of or in any way connected with your use of provided materials. FinCoach shall not be held liable for any indirect, consequential, or special liability arising out of or in any way related to your use of this material.

Indemnification

You hereby indemnify to the fullest extent FinCoach from and against any and all liabilities, costs, demands, causes of action, damages, and expenses arising in any way related to your breach of any of the provisions of these terms.

Governing Law & Jurisdiction

These terms will be governed by and interpreted in accordance with the laws of Queensland and Australia, and you submit to the non-exclusive jurisdiction of the state and federal courts located in Australia for the resolution of any disputes.

Changes to Terms

FinCoach reserves the right to revise these terms at any time as it sees fit.

By purchasing this service, you are agreeing to these terms and conditions and subsequent changes.

Should you require any details on our service or team please email hello@fincoach.com.au or call 0494 307 630.

About FinCoach Australia

FinCoach is a business that focuses on helping you improve your financial awareness and improve your financial wellbeing. Our team have been involved in financial services for decades and we continue to provide this support to our clients.

Each team member has a minimum of 15 years experience in the financial services industry and have varied backgrounds, experience and qualifications in retail banking, residential property lending, financial planning, financial counselling and/or financial literacy education.

Our role is to provide guidance, support, general information and financial education to increase your knowledge, confidence and clarity around your money.

For many clients, Financial Coaching may be all that they require. For others, Financial Coaching may be the stepping stone to seeing another professional such as a Financial Adviser, Lending Professional, Accountant, or another financial professional to suit their needs.

Important Notice/Disclaimer

You acknowledge that the information discussed is confidential. You acknowledge any financial information presented during your appointment is of an educational and factual nature only and does not constitute personal financial advice and is based on information disclosed by you during the telephone/video interviews and does not take into account any possible undisclosed information or consideration of personal circumstances or objectives.

You agree to contact your professional services providers (e.g. Financial Adviser, Accountant, Mortgage Broker, and/or Solicitor) before acting on any information presented.