Strategy advisory.  |  Portfolio advisory.  |  Structuring advisory.  |  Investment advisory.  |  Compliance advisory.

An independent
investment advisory
firm specialising in
proactive, tactical
investment and financial
advice for individuals,
families, and not for
profit organisations.

Initial advisory inquiry.
Advisory support inquiry.

Last updated February.
All rights reserved 2012.

 
Grant Patterson.
Michael Ogg.

Home page.
Our laws: browsing this web site.

          Laws guide our every behaviour in business, and in private. As a
firm that navigates laws on an hourly basis, we are confortable with fair
intentions, and protection of rights for all. So here we have listed terms
of a legal agreement between our visitors, and our firm.
          By clicking through these pages, opening preaddressed emails,
perhaps downloading ebrochures, periodic investment reports, and also
interacting with other items of interest, you acknowledge that you have
read, and agree to be fully bound by both the laws of our country, and
our specific terms detailed here. If you do not agree, then decline our
invitation to learn more about us, end your visit now, and do not access
this site at any time in the future.
          Without informing you we may revise these terms of use and any
other information contained herein by revisions, and updates. We may
also make changes to descriptions of our offering categories, and career
listings without notice.
          It is important to note that within these page are proprietary notices,
mention of our intellectual property, and copyright information, the terms
of which must be observed and complied with at all times.

Our laws: ownership rights.

          International copyright laws support visitors' rights detailed here
that no design, layout, wording, or imagery can be copied, reproduced,
republished, printed, or used in the production of part or whole derivative
works without our prior written consent. The commonsense exception is
that we give you permission to forward downloaded ebrochures to those
parties you consider would be interested and would benefit from our
offerings, and we also give you permission to publish links to our pages
in your emails.
          Under no circumstances may you mirror any of the content from
this site on another web site, portal, blog, or in any other media. This ban
includes use by government, educational, and associations. There are no
exceptions. All such non-commercial entities must also seek our prior
written consent.
          Any non-compliance, intentional or not, with all the terms and
conditions for this web site will result in automatic termination of any
previous written permission granted to you without prior notice. Upon
such notification you must immediately destroy all copies of materials
in your possession, or control.
          We do not grant you any express or any implied rights under any
trademarks, service marks, copyrights, or other proprietary or intellectual
property rights. Any transgressions will be enforced, and the costs in doing
so sought from you. If you are in any doubt about your rights do seek our
written clarification.

Our laws: links to other sites.

          If you consider our firm worthy of promotion by association then
we thank you for taking the time to understand our wealth sustaining and
creating offerings in this new era of change, but again all links to pages
of this web site must be approved in writing.
          If formal consent is indeed given the links may be made without
further consultation, but you are not approved to do any of the following
manipulations of our unique corporate styled material.

          No1. Nest any page with frames on your own page, or use other
techniques that alter in any way the visual presentation, appearance,
or layout design of any page within this site.
          No2. Misrepresent your past, current, or future relationship with
our firm with any graphic device for wording.
          No3. Mislead with an incorrect partnership association, or imply
that our firm, or any of its directors or staff, approves or endorses you,
your web site, your service, or your product offerings.
          No4. Present, promote, or display any negative commentary,
false or misleading impressions about our firm, or otherwise damage the
goodwill associated with our name, style, trademarks, or service marks.

          As a further condition on being given formal permission to link
to this site, you agree that we may at any time, at our sole discretion,
terminate such permission. In such an event, you will be informed in
writing that permission has been withdrawn and you agree to immediately
remove all links to this web site, and to cease using any reference to our
name, style, trademarks, or service marks.

Our laws: corporate liability.

          In no event whatsoever will our firm be liable to any person or
enterprise for any direct, indirect, incidental, or consequential damages
of any type whatsoever related to or in any way arising from this web
site or any use of this web site. This includes the use or downloading of,
or access to, any ebrochures, materials, information, podcasts, webinars,
and PowerPoint presentations including, without limitation, incurred time,
any lost profits, business interruption, or loss of programs, information,
or other data.
          This legal statement is current as at the time of the most recent
update, February 2012. Do return periodically to review our latest legal
statement.

____________________________________________________________

Telephone +61 2 9239 9333.
Copyright 2011.
Topic synopsis.

Visitors to this web site,
and those using its content
are bound by both the laws
of our country, and also
our own specific terms.

Legal categories.

The legal onus on all those
visiting this web site falls
into three main categories.

No1. Ownership rights.
No2. Links between sites.
No3. Corporate liability.