PRIVACY POLICY

We know that you care about how your personal information is used and shared, and we take your privacy very seriously. By visiting the Effective Trading Solutions website, you are accepting the practices outlined in this policy. We understand that privacy online is important to users of our Site, especially when conducting business. This statement governs our privacy policies with respect to those users of the Site (“Visitors”) who visit without transacting business and Visitors who register to transact business on the Site and make use of the various services offered.

This Privacy Policy covers Effective Trading Solutions treatment of personal information that Effective Trading Solutions gathers when you are on the Effective Trading Solutions website and when you use Effective Trading Solutions products and services. This policy does not apply to the practices of third parties that Effective Trading Solutions does not own or control, or to individuals that Effective Trading Solutions does not employ or manage. However, we may provide your details to third party providers for the purposes of shipping, fulfilment and banking who may provide such services as product delivery and payment gateways. Certain information, such as the domain name of the ISP used by our visitors for access to our site and the country of origin may be used for our internal processes in order to deliver a better service to our clients by addressing client’s preferences. Our website is connected to Active Campaign to ensure our website is fully SPAM compliant. To ensure the security of your credit card details this website is connected to a Stripe account.

Information Collected by Effective Trading Solutions

We only collect personal information that is relevant to the purpose of our website and conducting business with you. This information allows us to provide you with a customised and efficient experience. We collect the following types of information from Effective Trading Solutions clients:

Information Provided by you to Effective Trading Solutions

We receive and store any information you enter on our website or provide to us in any other way.

You can choose not to provide us with certain information, but then you may not be able to take advantage of many of our special features.

We only collect personal information by lawful and fair means, and not in an unreasonably intrusive way.

At or before the time (or, if that is not practicable, as soon as practicable after) we collect personal information about you from you, we take reasonable steps to ensure that you are aware of:

Our identity and how to contact us; and

The fact that you are able to gain access to the information; and

The purposes for which the information is collected; and

The types of organisations to which we will usually disclose the information of that kind; and

Any law that requires the particular information to be collected; and

The main consequences (if any) for you if all or part of the information is not provided.

Sharing Your Information

We will not use or disclose your provided personal information for any reason, unless;

either of the following apply,

The secondary purpose is related to the primary purpose of the collection; or

You would reasonably expect us to use or disclose the information for the secondary purpose.

You have consented to the use or disclosure; or

if the use of the information is for the secondary purpose of direct marketing where it is both impracticable for use to seek your consent before that particular use, or

We do not receive a request by you not to receive direct marketing communications, or

in each communication sets out all Effective Trading Solutions contact details and if the communication is made by SMS, email or other electronic means, a number or address at which we can be directly contacted electronically; or

we reasonably believe that the use or disclosure is necessary to lessen or prevent either a serious and imminent threat to an individual’s life, health or safety; or

a serious threat to public health or public safety; or

we have reason to suspect that unlawful activity has been, is being or may be engaged in, and use or disclose the personal information as a necessary part of its investigation of the matter or in reporting its concerns to relevant persons or authorities; or

the use or disclosure is required or authorised by or under law; or

we believe that disclosure is necessary because of any offences or related discretions as prescribed by the Privacy Act (Cth).

In all instances of use per the terms above, we will provide written notification if we disclose or intend to disclose information prescribed above.

We will not collect sensitive information about you. Sensitive information is information about your health, genetics, racial or ethnic origin, political affiliations, religious beliefs or affiliations, professional memberships and affiliations, sexual preferences or philosophical beliefs.

Keep your information secure

We will take reasonable steps to protect the personal information we hold from misuse and loss and from unauthorised access, modification or disclosure. We will take reasonable steps to destroy all permanents de-identify personal information if it is no longer needed for any purpose for which the information may be used or disclosed under this policy. Note: this document expresses our policies on the management of personal information. This document is available to anyone who asks for it and is listed on our website. Upon request, we will provide any additional information on how we collect, use and disclose clients provided information.

Access to your personal information

Upon request we will provide you with access to your personal information, except where; providing access would pose a serious and imminent threat to the life and health of any individual; or the privacy of other individuals, or the request for access is frivolous, or the information relates to an existing or anticipated legal proceedings between you and us, and the information would not be accessible by the process of discovery in those proceedings, or may prejudice any commercial negotiations being undertaken. We may also restrict access where access would be unlawful, or where providing access would be likely to prejudice any law prescribed under the Privacy Act, would prejudice any negotiations, court proceedings, or perform an unlawful function. We may also restrict access where providing access would reveal evaluative information generated internally within Effective Trading Solutions in connection with a commercially sensitive decision making processes. In such instances, we will provide with an appropriate explanation for the restriction of access. Where restriction may occur, we will, if reasonable, consider sufficient access to meet the needs of both parties. Where the information provided by you is out of date, we will take reasonable steps to ensure accurate information is held on file where you provide advice of this error.

Cookies may be used for a variety of reasons, however none of them are exploitive. We may use Cookies to obtain information about the preference of our Visitors and the services they select. We may also use Cookies for security purposes to protect Effective Trading Solutions clients, eg – automatic log of for clients after the site is unused for extended periods.

SPAM Compliance

To ensure our website is fully SPAM compliant, we are connected to Active Campaign. Active Campaign strictly prohibits the use of the services for unsolicited commercial email or SPAM campaigns. They maintain a Zero-Tolerance policy against SPAM. When you provide your email address you can be assured we will not sell it.

Click here to see Active Campaign’s Terms policy: https://www.activecampaign.com/tos/

Transactions

To ensure your personal information and credit card details are completely secure this website is connected to a ‘Stripe’ account. All payments are processed over a secure connection on Stripe and we do not store those payment details on our services. Stripe are industry leading in fraud prevention and make them a very safe way to pay for our services and products online.

Read more on Stripe’s policies here: https://stripe.com/us/legal

Data Quality and Security

We will take reasonable steps to make sure that the personal information we collect, use or disclose is accurate, complete and up-to-date.

We will take reasonable steps to protect the personal information we hold from misuse and loss and from unauthorised access, modification or disclosure.

Links

This website contains links to other websites. When you click on one of these links, you are moving to another website and we encourage you to read the privacy statements of these websites as their policies may differ to ours.

Changes to this Privacy Policy

Effective Trading Solutions may amend this Privacy Policy from time to time, at its sole discretion. Use of information we collect now is subject to the Privacy Policy in effect at the time such information is used. If we make changes to the Privacy Policy, we will notify you by posting an announcement on the Effective Trading Solutions website so you are always aware of what information we collect, how we use it, and under what circumstances if any, it is disclosed.

Effective date of this Privacy Policy

This Privacy Policy is effective 1 September 2018

If you have any issues with your Privacy on our site, please contact [email protected]

Privacy Policy

1. Do I need prior experience in investing?

No. Most of our students start with no background in shares. Our education is designed to guide complete beginners step-by-step, with a focus on safer, risk-managed approaches.

In fact, it can often be an advantage to come in with no prior experience. Many people who’ve learned other trading methods in the past try to mix and match them with our Blueprint, and it can actually sabotage their results. The truth is, investing works best when it’s kept simple. In a world full of financial noise, complex tools, and endless indicators, simplicity is often safer and more effective.

Our education helps you focus only on the few things that really matter – so you can make clear, confident decisions without getting stuck in analysis paralysis.

2. Is this financial advice?

No – The Freedom Trader is an education provider. We don’t manage money or tell you what to buy and sell. Instead, we teach you a structured, risk-managed approach to share investing so you can confidently make your own decisions.

3. Is this investing or trading?

It’s a common question – and the answer is that at The Freedom Trader, we actually teach both investing and a form of trading we call “active investing.”

Here’s how we define them:

Investing: Holding a quality business for the longer term – typically anywhere from a few months to a few years. The focus is on building steady, consistent growth over time.
Trading (Active Investing): Holding a position for a shorter timeframe – usually a few weeks to a few months – to take advantage of opportunities where the market gives you a favourable entry and exit.

What we don’t teach is day trading or speculative gambling. We don’t believe in sitting in front of a screen all day chasing minute-to-minute price moves. That approach is high-stress, high-risk, and often ends badly for everyday investors – click here to read why we don’t recommend day trading.

Instead, the Blueprint combines both longer-term investing and shorter-term active investing within one structured, risk-managed system. This way, you can build consistency, reduce risk, and adapt to different market conditions – without the stress of daily trading.

4. How much money do I need to start?

Even if you have a large amount of capital, we recommend starting small. The goal at the beginning is to build skill, confidence, and consistency. Once you see results and feel comfortable with the process, most students naturally start adding more to their portfolios over time.

5. I’m in my 50s or 60s – is it too late to start?

Not at all. In fact, many people in this age range are often better suited to learning our Blueprint. Younger people (especially in their 20s) can sometimes be tempted by “get-rich-quick” styles of trading or high-risk leverage. In contrast, those later in life tend to value consistency, resilience, and security – which aligns perfectly with our risk-managed approach. You can read more here: Am I too young or too old to start investing?

6. How much time does this take each week?

The 6-week ramp-up component of the Blueprint package itself is about 10 hours of content over 6 weeks – roughly 1.67 hours per week, or about 14 minutes a day. To implement the action steps alongside learning, you’ll probably spend 28 - 43 minutes a day during the initial learning phase. Once your systems are set up and you’re comfortable with the Blueprint, most students spend 20 - 30 minutes a day reviewing and managing their portfolio if they’re active, and about 1-2 hours per week if they’re more of a passive investor.

7. What if I don’t understand finance jargon?

That’s perfectly fine. Our teaching style is plain, practical, and jargon-free. If you can follow a recipe, you can follow our system.

8. How is this different from other investing courses/programs?

Transparency is one of our core values. Terry openly shares what’s in his own portfolio – including what he’s buying and selling each week – so you can learn directly by looking over his shoulder. You’re not just taught the principles; you see them applied in real time.

9. Do you provide support after I join?

Yes. Our Customer Care team is dedicated to helping you access the course, stay on track, and feel supported. Whether it’s technical help, learning guidance, or encouragement along the way, you’ll always have someone to reach out to.

When you join, you’ll begin with a 6-week guided learning experience to help you master the foundations. After that, you’ll continue into our Inner Circle, where for the remaining 46 weeks of the year you’ll be putting the Blueprint method into practice with our ongoing guidance.

We provide multiple channels of support – from our Customer Care team, to community groups, to live Q&A opportunities – but it’s important to note: the responsibility is on you to reach out when you need help. We can only assist if we know what challenges you’re facing.

This year-long structure ensures you’re not just learning the theory, but actually applying it in real life with a safety net of guidance and encouragement. Many students find that this combination of structured learning plus ongoing implementation support is one of the most valuable aspects of their journey.

10. Do you provide one-on-one coaching and mentoring?

No – and here’s why that’s actually a positive.

At The Freedom Trader, we’ve found that people learn faster and feel more supported when they’re part of a community. Instead of relying on a single coach, you get to learn alongside hundreds of other students on the same journey – sharing wins, asking questions, and realising you’re not alone.

This group environment also means Terry can spend his time teaching, guiding, and answering questions in a way that helps everyone at once, rather than being limited to just a handful of one-on-one conversations. That way, he’s able to support more people – and you still get the clarity, encouragement, and direction you need.

11. Do you manage funds on behalf of others?

No – and that’s very intentional. At The Freedom Trader, we believe in teaching you how to fish, not having you rely on us.

One of the reasons Terry started The Freedom Trader was because he realised he could help more people by teaching them how to manage their own investing decisions, rather than doing it for them. It’s far more fulfilling – and empowering – when you know you can build and manage your own financial future with confidence.

12. How do I know this works?

The best way is to hear from others who’ve been where you are.

You can also read hundreds of independent reviews on:

13. How long will it take before I see results?

That really depends on you and your starting point.

The Blueprint is designed to help you begin applying what you learn right away, but the pace of results varies depending on:

How much effort you put into implementing the lessons consistently
Whether you’re proactive in asking for help and applying feedback
If you’re coming in fresh, or carrying “baggage” from other investing/trading methods (students who try to merge multiple systems often slow their progress)
Your existing level of financial knowledge – beginners often do better because they keep things simple, while experienced traders sometimes need to “unlearn” habits that don’t align with our risk-managed approach

It’s also important to note: when we talk about results, the focus is on portfolio performance and consistency, not a specific dollar amount – since everyone’s financial starting point is different.

Some students notice improvements in their investing approach within weeks. For others, it takes longer as they build confidence, refine their process, and allow the compounding effect of safer, consistent investing to take hold.

That’s exactly why the program is structured as a 12-month journey – giving you time to learn, apply, get feedback, and steadily build momentum with the Blueprint.

14. Who is the Blueprint for?

The Blueprint is designed for everyday Australians who want a safer, structured way to build wealth through shares. Our students are often:

Business owners or professionals looking to create income beyond their business or career
Farmers and tradies who want off-farm wealth and less reliance on physical labour
Healthcare professionals who have high incomes but limited time and no clear retirement plan
Professionals in their 50s and 60s preparing for retirement and seeking more financial security
People with little or no prior investing experience who want a simple, risk-managed process they can follow with confidence

If you’re ready to take control of your financial future, want to learn how to manage your own investing decisions, and value consistency over hype – the Blueprint is likely a strong fit.

15. Who is the Blueprint NOT for?

The Blueprint isn’t for everyone – and that’s intentional. It’s not suited for people who:

Are looking for “get-rich-quick” schemes or high-risk speculation
Want someone else to manage their money or tell them exactly what to buy and sell
Are unwilling to put in the time to learn and apply the system themselves
Struggle with excessive debt or have no capital to invest at all
Expect guaranteed returns or “secret hacks” (we don’t believe in those)

The Freedom Trader is about education, not financial advice. Our approach is focused on helping you become a confident, independent investor using a structured, risk-managed method – not chasing shortcuts.

16. Do you have any free resources I can check out?

Absolutely – and we actually encourage it. We want you to feel comfortable and confident before making any decisions, so we provide a range of free resources you can explore at your own pace:

Blog Articles & Educational Content

Free Tools & Resources

Live Masterclass

The Online Masterclass – your best starting point to see Terry explain the Blueprint method live, put the tools into practice, and ask questions directly.

We believe in education first, which is why these free resources are designed to give you a clear sense of what we do – so you can decide if our approach feels like the right fit for you.

17. What if I can’t attend the live Masterclass?

The best option is always to attend live, because it’s interactive. You’ll not only learn the tools, but you’ll also be able to put them into practice immediately and ask Terry questions in real time. It’s not a pre-recorded webinar – it’s a genuine live session. If you can’t make it, we can also arrange a one-on-one call with a team member who can walk you through the key ideas in a way that suits your personal situation.