These terms explain the rules for using MoneyWise, including access to connected financial data features made available through third-party services.
MoneyWise provides software tools to help users organise, understand, and act on their financial information. The platform is designed to present information, insights, and planning support based on data you provide directly or authorise us to access through supported integrations.
MoneyWise does not provide personalised financial advice, investment recommendations, legal advice, or regulated advisory services. Information shown in the product is general in nature and should not be treated as a substitute for professional advice tailored to your circumstances.
Some MoneyWise features rely on third-party service providers, including Akahu, to enable access to connected financial account data. Availability, accuracy, completeness, and timeliness of connected data may depend on those providers and the institutions involved. Users remain responsible for reviewing information before relying on it.
Users are responsible for maintaining the security of their account, ensuring submitted information is accurate where applicable, using the platform lawfully, and reviewing connected account information and insights before making financial decisions or taking action.
We may update these terms, modify platform features, or suspend access where reasonably necessary for security, maintenance, legal compliance, or service changes. Material updates to these terms will be communicated through appropriate product or website channels.
