Partner with a firm that understands business, the value of your hard work, and can show you how to grow, protect, and preserve your business and private wealth, so that it's safe and secure for generations to come.
Secure your business and personal wealth with modern, robust safeguards against potential liabilities.
Achieve rapid growth and market dominance through strategic and expertly managed acquisitions.
Gain a decisive strategic advantage by designing a clear and insightful blueprint of your business.
Significantly improve your company's effectiveness by optimising core operations for peak performance.
Realise the full value of your dedication with a meticulously planned and executed exit strategy.
Boost cash flow and reduce finance costs by strategically exploring diverse funding opportunities.
Establish the optimal legal and operational framework to fuel your enterprise's growth.
Protect your family's wealth and secure your lasting legacy with advanced planning strategies.
Ensure business continuity by developing capable leaders for critical future roles.
We are experienced advisors focused on your enduring financial security and business continuity.
Keeping you up to speed with everything you need to know across asset protection, succession and estate planning, business advisory and more.
Legacy Architect
This privacy policy tells you about the way Samuel Testa & Company (we, our or us), collects information, holds it, uses it, and if we disclose it, who we disclose it to.
Samuel Testa & Company may collect and hold information relating to you that you have provided to us, that we may have obtained from another source or from when you have used our website. This information may include (amongst other information) your name, address, telephone numbers, lifestyle information and any other information collected in relation to your use of our products and services.
We collect other information to help us understand how our site is working and how we could improve it and/or our services. This may include URL of pages you visit or have visited, which operating system and browser you are using, your IP address, and the date and time of your visit. While we may publish aggregated information of this sort, we will not publish information about individual machines, and we only disclose and use it as set out in this privacy policy. If you post messages to our website or Blog, we collect and may keep the information in those messages.
Samuel Testa & Company may hold and use your information for a number of purposes connected with our business, which include:
• processing your orders or applications and providing you with any requested product or service;
• contacting you about your contact details;
• providing you with a bill or a payment reminder;
• keeping you informed about our products or services;
• using your information for a purpose agreed with you;
• dealing with your enquiries or complaints;
• contacting you about any maintenance, support or general customer care issue.
Samuel Testa & Company will not share your personal information, except when:
• you tell us we can do this;
• we reasonably believe we are required to do so by law;
• we want to carry out a credit check on you;
• we want to list any payment defaults with a credit agency;
• this is necessary to assist an adjudicator to resolve a complaint you make about us.
If you are a Samuel Testa & Company customer, you are responsible for your email address and password. You should not tell anyone else your user name, and if you do, you are responsible for paying for any products or services that they buy from us.
When you use your credit card to pay for any of our products or services, you will be using our online payment provider (currently PayPal). Make sure you always logout when you have finished using the PayPal website, especially if you access PayPal from a shared computer.
A cookie is a small piece of information stored on your computer. A cookie helps us improve your user-experience when you use our website and allows us to track and target the interests of users. You will need to enable cookies to use Samuel Testa & Company.
Samuel Testa & Company may use a third party provider to collect information such as the number of visitors on our site per day and which pages they visit. We may do this using a small piece of code on each page to count and provide this information to that third party provider.
You may ask to see your personal information and ask to have any of it updated, corrected or deleted. We may ask you to verify your identity for such requests, to protect your privacy, and that of others. You can do this by sending an e-mail to the following address: hello@samueltesta.com.au
We can change this privacy policy at any time. We will tell you about changes by posting an updated policy on our website, so we encourage you to periodically review this page for the latest information on privacy practices at Samuel Testa & Company. Changes apply from the date we post it on our website.
Samuel Testa & Company takes all reasonable steps to ensure that all your information that it collects, uses or discloses is accurate and stored in a secure environment accessed only by authorized persons for legitimate business purposes.
The information contained in this web site is for general guidance on matters of interest only. The application and impact of laws can vary widely based on the specific facts involved. Given the changing nature oflaws, rules and regulations, and the inherent hazards of electronic communication, there may be delays, omissions or inaccuracies in information contained in this site.
Accordingly, the information on this site is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers. Before making any decision or taking any action, you should consult a Samuel Testa & Company professional.
While we have made every attempt to ensure that the information contained in this site has been obtained from reliable sources, Samuel Testa & Company is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in this site is provided “as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
In no event will Samuel Testa & Company, its related partnerships or corporations, or the partners, agents or employees thereof be liable to you or anyone else for any decision made or action taken in reliance on the information in this site or for any consequential, special, or similar damages, even if advised of the possibility of such damages.
Certain links in this site connect to other web sites maintained by third parties over whom Samuel Testa & Company has no control. Samuel Testa & Company makes no representations as to the accuracy or any other aspect of information contained in other web sites.
