WealthEye is made available as a service to clients of FYG advisers.
While ever authorised by their FYG adviser, clients of FYG advisers may use the portal for:
- viewing information about his/her/their financial position,
- communicating with his/her/their FYG adviser,
- reviewing his/her/their existing investment and superannuation portfolios
- assessing established financial strategies relating to his/her/their circumstances
- reviewing his/her/their personal insurance cover
- accessing other data held by their FYG adviser
Clients of FYG advisers accept that data, information, reports and projections provided on the WealthEye Portal are often provided by third parties.
Neither FYG Planners Pty Ltd or the clients warrant the accuracy or completeness of any data, information, reports or flawed projections provided by third parties.
Further, neither FYG Planners Pty Ltd or the client’s adviser take any responsibility for any incorrect data or information or flawed projections provided by third parties.
Clients of FYG advisers should consult their adviser before taking any action as a result of considering any information, data, reports or projections provided by the WealthEye Portal.
If a client of an FYG adviser observes inaccurate data, incorrect information, reports that include errors or projections that are clearly incorrect, the client is to notify their adviser as a matter of urgency.
FYG Planners and your FYG adviser will seek to remedy an inaccurate data, incorrect information reports or flawed projections with the utmost urgency.
FYG Planners, in its absolute discretion, may withdraw WealthEye from service without notice.
