Terms & Conditions

The terms governing your use of services provided by Assured Investments Pty Ltd.

1. Definitions

In these Terms, “the Company”, “we”, “us”, or “our” refers to Assured Investments Pty Ltd (ABN 92 697 462 052, ACN 697 462 052). “You” or “Client” refers to any person or entity accessing or using our services. “Services” refers to investment advisory, portfolio management, and related financial services offered by the Company.

2. Acceptance of Terms

By accessing our website or engaging our Services, you agree to be bound by these Terms & Conditions. If you do not agree, you must not use our website or Services. We reserve the right to amend these Terms at any time; continued use constitutes acceptance of any changes.

3. Australian Consumer Law

Our Services are provided in accordance with the Australian Consumer Law (ACL) as set out in Schedule 2 of the Competition and Consumer Act 2010 (Cth). Where applicable, the guarantees under the ACL cannot be excluded, and nothing in these Terms limits or excludes any rights or remedies you may have under the ACL.

4. Scope of Services

The Company provides investment advisory and portfolio management services. Specifically:

5. Limitation of Liability

To the maximum extent permitted by law, including the ACL, the Company’s liability for any loss or damage arising from or in connection with the Services is limited to the amount paid by you for the specific Service giving rise to the claim. The Company does not warrant that investment outcomes will achieve any particular result. Past performance is not indicative of future performance. Investment involves risk, including the potential loss of principal.

6. Intellectual Property

All content, materials, reports, analyses, and methodologies provided by the Company remain the intellectual property of Assured Investments Pty Ltd. You may not reproduce, distribute, modify, or create derivative works from any Company materials without prior written consent. The Company’s trademarks, logos, and branding may not be used without express written permission.

7. Client Obligations

You agree to:

8. Confidentiality

Both parties agree to keep confidential all non-public information disclosed by the other party in the course of providing or receiving Services. This obligation survives the termination of these Terms.

9. Termination

Either party may terminate the provision of Services by providing 30 days’ written notice to the other party. Upon termination, all outstanding fees become payable. Either party may terminate immediately if the other party commits a material breach that remains unremedied for 14 days after written notice. Termination does not affect rights or obligations that have accrued prior to termination, including any limitation of liability provisions.

10. Dispute Resolution

Any dispute arising from these Terms shall first be addressed through good-faith negotiation. If the dispute is not resolved within 30 days, either party may refer the matter to mediation before commencing legal proceedings. Mediation will be conducted in Western Australia.

11. Governing Law

These Terms & Conditions are governed by and construed in accordance with the laws of the State of Western Australia. You submit to the non-exclusive jurisdiction of the courts of Western Australia.

12. Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect. The invalid provision shall be read down to the extent necessary to make it valid and enforceable.

13. Contact

For all enquiries regarding these Terms, please contact:

Assured Investments Pty Ltd

ABN 92 697 462 052 · ACN 697 462 052

ceo@assuredinvestmentspty.site

Effective date: May 2026