Updated 10 October 2017
Investing Success Program (the product) is wholly owned & operated by EquitySmart Pty Ltd (ACN 093 688 067) (the company).
Advice & Risk Warning
Nothing within this website should be construed as constituting financial advice. Professional advice (legal, financial, industry or any other relevant professional advice whatsoever) should be obtained before applying, using, adopting or relying upon the information or content contained in this web site. The information or content is not intended to be nor should it be relied upon as a substitute for legal or other professional advice. You should seek legal or other professional advice before acting or relying on any of the Content.
The product is an educational program with various modules as described on this website for investors and traders.
Neither the company, its agents nor independent contractors are licensed financial advisers, registered investment advisers or registered broker-dealers. No information provided in the product or on this website constitutes a solicitation, recommendation, promotion, endorsement or offer by the company of any particular security, transaction or investment. All purchasers of the product are encouraged to speak with a licensed representative of their choice regarding the appropriateness of investing/trading or of any particular investment/trading strategy.
The use of any trading system or strategy, including any system included as a sample in, or that is or was developed using, any of the content of the product, does not and cannot guarantee that you will make profits, increase profits or minimise losses. Any tools, strategies or systems included in the Program Content are presented as examples of technical ideas that can be incorporated into a personally-designed trading system. You must use your own judgement or consult a professional for advice. No representation is being made that the Program Content will guarantee profits in trading. Past performance, whether actual or indicated by historical systems testing, is no guarantee of future performance or success.
The company does not take into account the investment objectives, financial situation and particular needs of any particular person when providing the product.
The product Scan page allows you to scan the market to find out which stocks meet your variable Scan settings. A list of stocks is returned for your consideration and evaluation. If they meet your investment criteria then they can be added to your watchlist for ongoing monitoring. The inclusion of these stocks is not a recommendation to buy the stock. Rather, the inclusion means that the stock aligns with the relative, risk, return and income preferences. This does not necessarily mean that the portfolio or the stock is appropriate for you.
Before making an investment decision on the basis of the product you must consider whether picking a stock is appropriate in light of your own individual needs, objectives and financial circumstances. Please consider speaking to your financial adviser before making any financial decision.
Past stock performances are not a guarantee of future returns. Investing in quoted securities involves numerous risks including but not limited to market risk and liquidity risk.
The company nor their officers or agents, will accept any liability for loss or damage howsoever caused, whether accidental, consequential, direct or indirect, as a result of reliance on, or misuse of, the information contained herein.
Reliance on website content
Any information made available by the company is for your private use only and it is protected by applicable copyright laws and other applicable intellectual property right laws. You may not reproduce, distribute, disseminate, broadcast, sell, publish, circulate, novate, assign or give for free, any of the materials made available to you without first seeking the prior written consent of the company. The company shall not be liable for any unauthorised third party use of, or reliance on, their materials or information.
While the company has made every effort to ensure that the information presented in this website is free from errors or omissions and is based on information obtained from sources which are considered reliable, the company, its officers and agents or independent contractors, do not represent, warrant or guarantee, expressly or implied, that the information contained in this website is complete, accurate or is suitable for your intended use. Nor does the company accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this website. No liability will be accepted by the company to any person for loss or damages incurred as a result of any reliance or action taken regarding the information made available in this website. Past performance and historical data are not reliable indicators of future performance or returns. Any examples are provided for educational purposes only.
While the company has taken reasonable steps to ensure the integrity of our computer networks, we are unable to guarantee files and attachments are free from contamination. Before opening any attachments or emails, or downloading files from the product, Users should ensure they have precautions in place to protect against viral infection.
Linked third party websites
This website may contain links to other websites, however, we do not endorse, review, approve or accept any responsibility in relation to the operators of linked third party sites or the information and material on such sites, nor the products or services offered (except where expressly stated otherwise). To the extent permitted by law, the company and its respective directors, officers and agents disclaim all responsibility for any loss or damage which may be suffered by any person directly or indirectly through any person’s dealings with them or by use of the website whether that loss or damage is caused by any fault or negligence on the part of the company, its directors, officers and agents.
The User has a ten (10) business day cooling off period once they have purchased EquitySmart in which they have an unconditional right to cancel the contract. Written confirmation within this period must be received to be valid. Any claim received outside the ten (10) business day cooling off period shall not be valid and will not be considered by the company.
a. Monthly Subscription
When you agree to subscribe to the product, the company will charge you a monthly, recurring fee which will give you access to the product. The User gives their full and unconditional permission and authorisation to withdraw and the credit card institution to pay the amount agreed, at the beginning of each month, where credit card details have been provided by the User as their preferred method of payment. You acknowledge that the company who is the supplier of the data to you within the product has a no refund policy. You further acknowledge that the subscription can be started and stopped in blocks of 1(one) calendar months only, and only by applying in writing, email, fax, or letter giving a minimum of 14 days clear notice of your intention to suspend or cancel the subscription.
b. Automatic Renewal
Unless you notify EquitySmart before the end of the annual or bi-annual subscription period that you want to cancel your subscription, your subscription will automatically renew and you authorise the company to place you into the monthly billing cycle and collect the monthly subscription fee using any credit card or other payment mechanism the company have on record for you.
c. Expiration of your Monthly Subscription
Five (5) months after the expiration of your subscription all of your Watchlist items will be permanently deleted from within the product.
Twelve (12) months after the expiration of your subscription all of your Portfolio items will be permanently deleted from within the product.
If you AGREE to partake in the free Trial of the product or you are invited to partake in any other Service provided to you by the company, your use of the Trial is subject to these Terms & Conditions. The agreement between you and the company for the purposes of the trial will commence on the date that you accept the Terms & Conditions upon signing in for the trial and will continue for the length of the Trial period. The company will provide you with confidential login details to access the product and these should not be disclosed to any third party. By accepting a product Trial you are not subject to fees and payment for the duration of the Trial.
Customer Support and training is available business days Monday to Friday 9:00AM to 5:00PM AEST (+10GMT). For information on how to contact the Customer Support Department please visit the Contact page.
It is your responsibility to carry out an appropriate check that your computer is up to date, that you can login and you can access all pages of the product prior to any appointment. It is your responsibility to ensure you are booked for your Education appointments and are available at the arranged appointment time and date as set out to you by Customer Support.
a. 12 months Unlimited Education
Our Education program is limited to eligible education customers who purchase 12 months Unlimited Education. Education is valid for 12 months from the date of purchase. The Unlimited Education is provided to clients under the Fair Use Policy. If you’d like to suspend your education you must do so in writing and it is at the discretion of management if the balance of your 12-month education will be available upon your return.
Fair Use Policy
Our Fair User Policy applies to Services which are stated to be subjected to the Fair Use Policy.
Our Fair Use Policy is intended to ensure:
a. the availability of Our Services to all eligible EquitySmart Customers;
b. that the Fair Use Policy is not used in an unreasonable manner;
c. there is a maximum of 35 one-on-one sessions;
d. webinar and workshops do not form part of the 35 sessions.
We reserve the right to vary the terms of this Fair Use Policy from time to time.
We may rely on the Fair Use Policy where your usage is deemed unreasonable by the Company.
EquitySmart has been optimised for Google Chrome.
Other than any responsibilities implied by law which cannot be excluded, you agree to indemnify and hold the company, its affiliates, officers and agents harmless from any claim or demand, including reasonable legal fees, whatsoever arising out of or referable to material on this website or to any linked third party material, whether in contract, tort including negligence, statute or otherwise. You expressly understand and agree that your use of the service is at your sole risk and that this website is provided on an as is and as available basis.
The User agrees that under no circumstances will the company and/or any of its carriers, suppliers, officers, agents or independent contractors be liable or responsible in any way to the User or any other person or entity for any loss, damages, costs, expenses or other claims (including any special, indirect, consequential or incidental loss or damage to the User, including but not limited to loss of business opportunity, business interruption, lost profits or for punitive or exemplary damages), as a result, direct or indirect, of any defect, error, deficiency or discrepancy in the Service including their form, content and timeliness of delivery, including, without limitation, for or in relation to:
b. any delay in supplying the Product and/or Service;
c. any technical or non-technical failure; or
d. any content or information accessed via any Product and/or Service with or without authorisation of the User.
All information and services contained within this website are governed by and are to be construed according to the laws applicable in the State of Queensland and the Commonwealth of Australia.
"The EquitySmart Investing Success Program is an extremely comprehensive system for Stock Market investors and traders. Among its outstanding strengths are: The facility to locate stocks worthy of closer inspection based on criteria chosen by the user from a suggested range; The detailed analysis of such stocks both fundamentally and technically; The ability to build a watch list based on that analysis; and A mechanism to set buy,..."
Chris M, Canberra
"Thank you for the best Webinar I have experienced. It was so well presented and very practical. You explain things so simply that even the newest people can follow. I was blown away with the Trading Checklist you developed and presented. Awesome!..."
Greg M, Bundaberg
"I appreciate the ongoing live and recorded webinars as well as the support provided. My mentor explains everything well and in detail. The EquitySmart team are always swift to respond to any queries. I feel confident with the EquitySmart platform and have enjoyed the education process. Thank you...."
David E, Mount Isa
"The EquitySmart platform has been great for the ongoing Education process and ease of use. The training and mentoring provided by the team has been a positive experience. No complaints at all, Thank you...."
Donna and Tony S, Mount Tamborine
"The EquitySmart platform is great for monitoring the market. I’ve been trading for 5 years and appreciate EquitySmarts simple setup and automated alerts...."
Sandra J, Woonona
"I’m usually very time poor so it’s great to have EquitySmart’s ongoing support and flexibility. EquitySmarts principles work when applied...."
Ian B, Benowa
"The support from Chris during my time has been of the highest of standards. I commend your company with his continual support and guidance with all aspects of my education and the future trading techniques I have now acquired. This has allowed me to grow in many diverse avenues for my investment strategies. I look forward to continuing this relationship with Chris in moving forward...."
Leigh K, Broadbeach
"I would like to thank all the staff at EquitySmart for all your help. In only a few of months I started with no knowledge of the Stock Market and I am now trading with a very high success rate. EquitySmart is a great platform, with an excellent education course and fantastic ongoing support...."
Denis L, Woodcroft
"Dear EquitySmart, I was extremely nervous and dubious as to whether I could learn a program like EquitySmart never mind entering a total different industry. I have always worked in the health and wellness sector and didn't really take too much notice of the markets and financial industry. My husband persuaded me to try it as he is too busy and we want to improve our financial situation as we lost a portion of our wealth immigrating ..."
Sharon B, Bridgeman Downs
"I use EquitySmart nightly and it is great not to spend hours researching and looking over graphs as once you have set up your criteria EquitySmart will do it all for you and send an e-mail when a stop loss or buy signal is hit in the watch list or your portfolio, also the home screen notifies you as soon as you start the program. The program is great as being in the latter years and not a computer guru it is so easy to understand and use, the ..."
Ron W, Walkerston
"I joined EquitySmart in June 2014 and since then I have not looked back. I find their software easy to use and it has given me great trades. Even on the days the market was falling I was able to find excellent opportunities. The support I get is also important to me, my Mentor made himself available to coach me and there is also a fortnightly webinar that keeps me focused. I am so happy with the results that I can now see my financial goals are..."
Rob K, Mudgeeraba
"I want to thank everyone at EquitySmart for the wonderful education and ongoing support you have given me. I have been actively trading for about 4 months now and just made my most significant gain yet. I realise, as you have often repeated, it is not the stock or my move, but the market timing and trend. In addition, by following your education, I have had very few losses and those have been very minimal. A lot of my friends are so afraid of the..."
M Henry, Kayleen
"Can I also say how good EquitySmart is – a definite improvement on other programs. EquitySmart is much easier. Only including the initial bull signal for the scan reduces the overall scan results down to a much more manageable number. Once you have selected the stocks for the watchlist and set high/lows, then the watchlist itself is easy to view and maintain. I also like the way the portfolio is set out and how it shows clearly where your ..."
Karen, Liverpool UK
"...with their understanding, perseverance, and the general follow-up with help, large problems became small. Courtesy, care and patience always present, nothing left unsolved...."
Iris K, Prospect
"Overall, I think EquitySmart is magnificent. All the staff that I have had anything to do with regarding my problems from time to time, have been like yourself - the best there is. Thank You all so much again, I am truly grateful...."
Lindsay H, Invermay Park
"I was an absolute trading novice when I purchased the EquitySmart programme, apart from severe losses through managed funds. I became determined to manage my money myself, and remain humbly committed to successful trading. There is much to learn, and my Mentor has been an excellent with undying patience, running fortnightly helpful webinars, and ongoing help whenever needed. I nervously placed my first trade late October 2013. This took me all ..."
Sandra F, Croydon North
"This is just to thank EquitySmart for the webinars and confirm that they are most welcome and extremely important to keep improving our trading ability. Trading can be very disheartening without continued support. Most of the feedback we hear form friends tend to be on the negative in the long run! Once again thank you very much for your great support, the quality of the webinars is great and much appreciated...."