Wealth Planner
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Terms and disclosures

Educational estimates, not professional advice

By using Wealth Planner, you acknowledge that calculator outputs are planning estimates and should be checked against current product documents, law, and qualified professional advice before a financial decision.

Last reviewed: 10 July 2026

No advisory relationship

Wealth Planner does not provide investment, tax, legal, accounting, insurance, lending, or regulated financial advice. Using a calculator or report does not create an adviser-client relationship or a recommendation to buy, sell, borrow, file, or invest.

Accuracy and availability

  • We test formulas and display sources and review dates, but cannot guarantee that every input, third-party source, rule, or output is complete, current, or suitable for your circumstances.
  • Market feeds, government sources, and external services can be delayed, unavailable, corrected, or changed without notice.
  • You remain responsible for confirming rates, eligibility, tax treatment, fees, and contractual terms with the relevant institution or professional.

Affiliate and partner content

Affiliate links and optional partner contact forms may appear only when separately approved and enabled. They are clearly labelled beside the action, appear after the neutral calculator workflow, and do not alter calculator formulas, outputs, trust content, or free recommendations. Wealth Planner may receive compensation for a qualifying click, lead, or partner outcome.

Sponsored placements and display advertising are not part of the current release. Calculator widgets and white-label embeds remain free, and no consumer subscription or paid account is offered.

Partner requests

Submitting a partner request authorises Wealth Planner to transfer the contact details shown in that form to the named partner for the stated purpose. Submission does not guarantee contact, eligibility, approval, rates, performance, advice, or a transaction. Do not submit account numbers, passwords, one-time codes, salary, tax records, portfolio data, or other financial details.

External sources

Links to government, regulator, market, and other third-party sources are provided for verification. Their content and availability remain the responsibility of those publishers.