Legal
The terms for using WealthPath during beta testing and beyond.
Last updated: 1 July 2026
WealthPath is a financial planning and scenario modelling application. It helps you organise user-entered financial information and explore possible future outcomes.
You agree to use WealthPath lawfully, keep your account details secure, and only enter information you are entitled to use.
WealthPath provides planning estimates, projections and educational context. It is not regulated financial advice, tax advice, mortgage advice, investment advice or pension advice.
You remain responsible for financial decisions and should consider speaking to an appropriately authorised adviser before making major financial commitments.
If account sync is enabled, your WealthPath data is associated with your authenticated user account. Local-first browser storage may also be used for caching and continuity.
You must not attempt to access another user's account, data or private financial information.
WealthPath may change during beta. Features may be improved, renamed or removed as the product matures.
We aim to keep your saved data stable, but you should export important data before relying on beta software as your only record.