Terms and Conditions for Axiom Wealth

Welcome to Axiom Wealth. These Terms and Conditions govern your access to and use of our online platform and the financial advisory services we provide. By accessing or using our services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree with any part of these terms, you must not use our services.

1. Acceptance of Terms

By utilising the services provided by Axiom Wealth, whether through our online platform or direct engagement, you acknowledge that you have read, understood, and agree to these Terms and Conditions. These terms constitute a legally binding agreement between you and Axiom Wealth.

2. Services Provided

Axiom Wealth provides a range of financial advisory and wealth management solutions, including but not limited to:

The specific services provided to you will be outlined in a separate engagement agreement or statement of advice, which will form part of your overall agreement with Axiom Wealth.

3. Client Responsibilities

As a client of Axiom Wealth, you agree to:

4. Disclaimers and Limitations

While we strive to provide accurate and sound financial advice, Axiom Wealth does not guarantee specific financial outcomes or returns on investments. All advice is provided based on the information you provide and our professional judgment. Financial markets are inherently volatile, and investment decisions carry inherent risks, including the potential loss of capital.

The information on our site is general in nature and does not constitute personal financial advice. For specific recommendations, a tailored financial plan will be developed after understanding your individual circumstances, objectives, and risk profile.

5. Confidentiality and Privacy

Axiom Wealth is committed to protecting your privacy and the confidentiality of your personal and financial information. Our practices regarding the collection, use, and disclosure of your information are detailed in our Privacy Policy, which is incorporated into these Terms by reference. We maintain strict security measures to safeguard your data.

6. Fees and Payments

Fees for our services will be clearly outlined and agreed upon in a separate engagement agreement or statement of advice. This document will detail the fee structure, payment schedule, and any other relevant charges. You agree to pay all fees as stipulated in these agreements.

7. Intellectual Property

All content on our site, including text, graphics, logos, and software, is the property of Axiom Wealth or its content suppliers and is protected by Australian and international copyright laws. You may not reproduce, distribute, or create derivative works from any content without our express written permission.

8. Termination

Axiom Wealth reserves the right to terminate or suspend your access to our services immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach these Terms and Conditions. Upon termination, your right to use the services will immediately cease.

9. Governing Law

These Terms and Conditions shall be governed and construed in accordance with the laws of New South Wales, Australia, without regard to its conflict of law provisions.

10. Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms and Conditions at any time. If a revision is material, we will endeavour to provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. Your continued use of our services after any such changes constitutes your acceptance of the new Terms and Conditions.

11. Contact Information

If you have any questions about these Terms and Conditions, please contact us at:

Axiom Wealth

17 Bligh Street, Level 10

Sydney, NSW, 2000, Australia

Thank you for choosing Axiom Wealth for your financial advisory needs.