Terms and Conditions

Acceptance of Terms

By engaging our investment consultation services or using our website, you agree to be bound by these terms and conditions.

Your agreement includes acceptance of our privacy practices, consultation procedures, and limitations regarding portfolio management advice. Continued use of our financial planning services constitutes ongoing acceptance of any updated terms. If you disagree with any provision, please discontinue use of our investment consultation services immediately.

Investment Consultation Services

zylo-rise.com provides professional investment consultation services including portfolio management guidance, asset allocation advice, and financial planning support.

• • Hourly consultation sessions covering investment strategy development, market analysis, and portfolio optimization techniques
• • Retirement planning guidance including asset allocation recommendations and diversification strategies tailored to individual goals
• • Wealth management education covering risk assessment, portfolio management principles, and long-term financial planning approaches

Acceptable Use of Services

Our investment consultation services are intended for educational and advisory purposes to support your financial planning and portfolio management decisions.

Intellectual Property Rights

All content related to our investment consultation services, including portfolio management methodologies and financial planning resources, remains the intellectual property of zylo-rise.com.

This includes proprietary asset allocation strategies, investment analysis frameworks, risk assessment tools, and consultation materials. Clients may use information from consultations for personal financial planning but cannot redistribute or commercialize our wealth management methodologies or portfolio management approaches.

Consultation Fees and Payment Terms

Investment consultation services are provided on an hourly basis with fees ranging from AUD $100 to $500 per hour, depending on consultation complexity and advisor expertise.

• • Payment is due within 7 days of consultation completion unless alternative arrangements are made in advance
• • Cancellations must be made at least 24 hours before scheduled consultation time to avoid charges
• • All fees are quoted in Australian dollars and include GST where applicable for financial planning services

Investment Advice Disclaimer

Our investment consultation services provide educational guidance and general portfolio management principles rather than specific investment recommendations.

Limitation of Liability

zylo-rise.com's liability for investment consultation services is limited to the fees paid for the specific consultation session in question.

We are not liable for investment losses, market volatility impacts, or financial outcomes resulting from portfolio management decisions made following consultations. Our responsibility is limited to providing educational content and general guidance on investment strategy and financial planning principles.

Client Indemnification

Clients agree to indemnify zylo-rise.com against claims arising from investment decisions made independently following consultation sessions or misuse of portfolio management guidance provided during financial planning discussions.

Service Termination

Either party may terminate the consultation relationship at any time with appropriate notice.

zylo-rise.com reserves the right to refuse service or terminate client relationships for violation of these terms, inappropriate behavior during consultations, or misuse of financial planning guidance. Clients may discontinue services at any time but remain responsible for fees related to completed consultation sessions.

Governing Law

These terms are governed by Australian law and subject to the jurisdiction of Australian courts for any disputes related to investment consultation services or portfolio management guidance.

Terms Modification

zylo-rise.com may update these terms and conditions to reflect changes in our investment consultation services, legal requirements, or business practices. Significant changes will be communicated to active clients.

Terms and Conditions Questions

For questions about these terms and conditions or clarification regarding our investment consultation services, please contact our client services team directly.