Terms of Use

These terms govern your use of leveredgeadvisory.com. By using the site you agree to them. They do not replace or modify any signed engagement letter or client agreement — where those conflict with these terms, the signed agreement controls for that engagement.

No professional advice

Everything on this site is general information about our services. It is not financial, accounting, tax, investment, or legal advice, and it does not take account of your circumstances. Nothing here creates an advisory relationship. Do not act on it without professional guidance specific to your situation.

No guarantee of results

Any outcomes, examples, or figures described on this site reflect particular engagements and are not a promise or projection of what you will achieve. Results depend on factors outside our control, including your business, market, and execution.

Enquiries

Submitting a form or survey on this site is a request to talk. It does not create an engagement, and we may decline any enquiry. An engagement begins only when both parties sign an agreement.

Client portal

The client portal at app.leveredgeadvisory.com is a separate application available only to clients we have provisioned access for. Access is personal to you, credentials must not be shared, and use is governed by your client agreement. Tell us immediately if you believe your account has been accessed without authorisation.

Intellectual property

The content, branding, and materials on this site belong to Leveredge Advisory. You may view and share them for your own non-commercial reference. You may not republish, resell, or present them as your own.

Acceptable use

Do not attempt to disrupt the site, gain unauthorised access to any part of it, submit false information, scrape it at volume, or use it for anything unlawful.

Third-party links and services

This site links to and embeds services operated by others, including our scheduling and intake tools. We are not responsible for their content or practices, and their own terms apply when you use them.

Availability

We aim to keep the site available but do not guarantee uninterrupted access, and we may change or withdraw any part of it at any time.

Limitation of liability

To the fullest extent the law allows, Leveredge Advisory is not liable for indirect, incidental, or consequential losses arising from your use of this site, or for any decision you make in reliance on information published here.

Changes

We may update these terms; the date at the top of this page shows when they last changed. Continuing to use the site means you accept the current version.

Contact

Questions about these terms can be sent to deric@leveredgeadvisory.com.