TERMS & CONDITIONS – Wealth Advisor Connect

Effective Date: 02/04/2025
Last Updated: 06/08/2025

1. Introduction

Welcome to Wealth Advisor Connect. By accessing or using our website, you agree to comply with and be bound by the following Terms and Conditions. If you do not agree, please do not use the site.


2. Nature of Service

Wealth Advisor Connect is a platform that connects users with FSCA-licensed financial professionals. We do not provide financial advice or investment services directly.

All financial consultations and advice are conducted by third-party licensed advisors. Wealth Advisor Connect is not liable for any financial decisions or outcomes based on the advice provided by independent advisors.


3. Eligibility

To use our service, you must:

  • Be 18 years of age or older

  • Provide accurate and complete information

  • Use the platform for lawful purposes only


4. User Responsibilities

You agree not to:

  • Misrepresent your identity or financial situation

  • Use the platform to distribute spam or malicious content

  • Attempt to access systems or data not intended for you


5. Limitation of Liability

Wealth Advisor Connect is not liable for:

  • The accuracy or quality of advice given by third-party advisors

  • Financial outcomes resulting from decisions made by the user

  • Any indirect, incidental, or consequential damages


6. Intellectual Property

All content on this site, including text, graphics, branding, and logos, is owned or licensed by Wealth Advisor Connect and protected by intellectual property laws. Unauthorized use is prohibited.


7. Modifications

We may update these Terms from time to time. Changes will be posted on this page and your continued use of the site constitutes acceptance of those changes.


8. Governing Law

These Terms are governed by the laws of the Republic of South Africa. Any disputes shall be subject to the exclusive jurisdiction of South African courts.


9. Contact

For questions or concerns, please email us at [Insert Email].


🇿🇦 POPIA COMPLIANCE STATEMENT

Wealth Advisor Connect is fully committed to protecting your personal information in accordance with the Protection of Personal Information Act (POPIA).

Why We Collect Your Information:

  • To connect you with a licensed financial advisor based on your request

  • To communicate with you and improve our service

  • To comply with legal requirements

Your Rights Under POPIA:

You have the right to:

  • Access, correct, or delete your personal information

  • Object to processing

  • Lodge a complaint with the Information Regulator

To exercise your rights or request more information, email us at [Insert Email].

By using our platform, you consent to the collection and use of your data as described in our Privacy Policy and in accordance with POPIA.

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Testimonials

Jasmine Richards

Really personalized service here. They nailed my retirement planning too. Feels good knowing my finances are tailored just right and in capable hands.

Monica Chandler

Tried various advisors but none matched Wealth Advisor Connect. Retirement strategies and savvy investment management that actually align with my goals. Real peace of mind.

Thomas Krazinski

Used their estate planning service; straightforward and effective. Made a complex process manageable without any fuss. Satisfied with how everything was handled.