Terms and conditions

Updated 30 September 2026

These terms cover the consumer website, educational tools and matching service operated by Find My Planner Pty Ltd. Separate terms apply to professional subscriptions.

Using the service

You must be at least 18 to request matches. Provide accurate information about yourself and use contact details you are authorised to use. Do not submit passwords, identity documents, bank or card numbers, tax file numbers or health records.

What we do

We help you identify a type of professional and request introductions based on your quiz answers and professionals’ service information. Find My Planner does not provide financial, investment, tax, credit, insurance or legal advice. Educational content and calculators provide general information and estimates; consider their assumptions and limits. Seek advice suited to your circumstances before making decisions.

Matches and professional services

A match is an introduction, not a recommendation to buy a financial product, an endorsement, or a guarantee of suitability, availability or outcomes. Professionals remain responsible for their advice, registrations, licences, disclosures and services. Ask about their qualifications, service scope and written fees before engaging them. Your agreement with a professional is separate from your use of this website.

Consumer matching is free. Professionals pay a platform subscription, which does not buy ranking priority. We may find fewer than three matches or none; every profession has at most three active introductions. Online and phone matching is available nationally.

Your request and consent

We verify phone possession and check email format before matching. We do not verify email ownership. The collection notice and consent explain staged disclosure: limited details before a professional accepts, then full name, email and phone on acceptance. Declined or expired introductions may be replaced under your consent. Contact us to withdraw your request. Withdrawal cannot undo information already received, but we can stop further platform access and request appropriate handling.

Availability and fair use

Do not impersonate others, submit unlawful material, interfere with the service, harvest personal information or attempt unauthorised access. We may restrict misuse or temporarily interrupt access for maintenance or security. Where practical, we will provide notice of a material interruption affecting your request and a way to contact support.

Your legal rights

Nothing in these terms excludes, restricts or modifies a consumer guarantee, right or remedy that cannot lawfully be excluded, including under the Australian Consumer Law. These terms do not require you to waive statutory rights or prevent you from making a complaint or bringing a claim.

Website content

Find My Planner owns or licenses its website content and branding. You may use the tools and content for personal, lawful purposes. Do not reproduce or commercially distribute protected content without permission, except as permitted by law. Third-party tools and linked websites may have their own terms and privacy practices.

Support and changes

Contact us with a question or complaint. We reply by email; you can continue from your mailbox. Closing a support ticket does not remove your legal rights. Material changes will be published with an updated date and additional notice where appropriate; they do not retrospectively remove accrued rights.

Read our Privacy Policy for how we handle your information.

Optional continued searching

If fewer than three suitable professionals are available, you can keep searching for up to 30 days. The optional checkbox is selected initially; you can untick it before submitting. We record your submitted preference. You can stop future searching without withdrawing existing introductions. Changing this preference does not extend the original 30-day period. Historical requests are not automatically enrolled.