Client Service Agreement

Client Service Agreement – Terms and Conditions

Between:

Susanna Philbey, Life Directions Planner – ABN 37137608407 (PSP Enterprises Pty Ltd t/as)

PO Box 48, Wallaroo SA 5556

susanna@susannaphilbey.com.au    Ph:  0427 232 093

www.susannaphilbey.com.au    

And:

Yourself; the consumer

Susanna Philbey provides a confidential support service around the areas of Life and Lifestyle issues,  information and action planning.

My VIP ‘My Loving, Living Life’ Retirement Plan program offers:

  • Module Videos, Worksheets and 5 x Support Conversations around –
    • Where you are now and where you would want to be
    • Finances
    • Relationships; social life; friends
    • Legal information
    • Spiritual mindset and health
    • Ideal Location
    • To work or not; volunteering
    • Hobbies and passions, recreation
    • Lifestyle
    • Action steps to follow..

Price:   $594.00 incl GST

Program modules will be released weekly.

Refunds are available in the first 2 weeks only. 

5 x 1:1 calls included; expiry 6 months from date of payment.

My Self Study ‘My Loving, Living Life’ Retirement Plan program offers:

  • Module Videos and Worksheets around –
    • Where you are now and where you would want to be
    • Finances
    • Relationships; social life; friends
    • Legal information
    • Spiritual mindset and health
    • Ideal Location
    • To work or not; volunteering
    • Hobbies and passions, recreation
    • Lifestyle
    • Action steps to follow..

Price:   $198.00 incl GST

Program modules will be released weekly – there are no support calls included in the self study option.

Refunds are available in the first 2 weeks only. 

Privacy

Conversations may be recorded either in writing or electronically (I will ask your permission).  PSP Enterprises Pty. Ltd. is subject to Australian privacy laws.  Documentation will be kept until 12 months after the cessation of the client relationship, and then it will be destroyed, except for any tax/legal requirements of the ATO. 

I expect any personal information I provide in the course of our conversations will not be shared with any other party, in any way, nor will I share yours.

Cancellations and Refunds.

Refunds are available in the first 2 weeks only. 

Please notify susanna@susannaphilbey.com.au by email of your request.

If you have any questions, please ask before commencing this program.   I am happy for you to communicate with me during office hours Monday, Tuesday, Thursday and Friday.

Intellectual Property.

You agree that Susanna Philbey owns the intellectual property and rights to this program.  You agree not to share any of the program details and information with any other person.

Legal disclaimer.

PSP Enterprises Pty. Ltd.  provides publicly available information, researched and suggested for your situation as a guide to action only.

You agree that the information provided to you is not to be used or taken as professional and qualified advice and that you will seek professional and qualified support before making any financial or life changing commitment.

Thank you,

Susanna Philbey  10th April 2021.