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Terms & Conditions

Refund & Cancellation Policy

Balanced Wealth Creation Pty Ltd provides services billed monthly in advance.

The service can be canceled by selecting the “Cancel Membership” option available after logging into the site. Alternatively, send an email to [email protected] for further information and instructions.

Unsubscribing to emails or email campaigns will NOT automatically cancel your monthly billing. The Cancel membership option must be used to initiate billing cancellation.

All monthly membership fees are non-refundable, and system access will be removed at the end of the current paid month.


Balanced Wealth Creation Pty Ltd operates a training service designed to provide an environment for quality decision making. All training material is offered purely for educational purposes and does not include specific recommendations on investment decisions.

Balanced Wealth Creation Pty Ltd does not take into account the investment objectives, financial situation or particular needs of any person and recommends that customers seek professional advice to ensure that investment decisions are aligned with their circumstances, situation and investment and planning aims.

This site is provided by Balanced Wealth Creation Pty Ltd on an "as is" basis. Balanced Wealth Creation Pty Ltd makes no representations or warranties of any kind, express or implied, as to the operation of the site or the information, content, materials, or products included on this site.

To the full extent permissible by applicable law, Balanced Wealth Creation Pty Ltd disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. Balanced Wealth Creation Pty Ltd will not be liable for any damages of any kind arising from the use of this site, including, but not limited to direct, indirect, incidental, punitive, and consequential damages.

This site is created and controlled by Balanced Wealth Creation Pty Ltd in New South Wales, Australia. As such, the laws of NSW and Australia will govern these disclaimers, and terms and conditions, without giving effect to any principles of conflicts of laws. We reserve the right to make changes to our site and these disclaimers, and terms and conditions at any time.

Privacy Policy

Balanced Wealth Creation Pty Ltd will only collect personally identifiable information (such as name, title, company name, address, telephone number, or e-mail address) that you voluntarily provide through our website or e-mail correspondence.

We may collect general information (such as the type of browser you use, the files you request, and the domain name and country from which you request information) to improve our Web site and better meet your needs.

Any information collected will be used solely for the purpose of providing our training services to you, and will not be disclosed to any other organisation without your consent, or unless required by law.

Data security

Our online shop is configured to take advantage of the latest security technologies to protect your transactions. The system utilizes the secure URL that comes with every site to ensure credit card details and other sensitive information is protected using Secure Socket Layers technology.

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