Privacy Policy

Personal Information

We collect information you provide directly, including name, contact details, financial circumstances, and planning objectives during consultations and service delivery.

Usage Information

We automatically collect information about how you interact with our website, including pages visited, time spent, and technical data such as browser type and IP address.

We use your information to provide personalized financial planning consultations, improve our services, communicate with you about your subscription, and comply with legal obligations.

We process your personal information based on various legal grounds under Australian Privacy Principles:

Primary Legal Basis:: We process your data on the basis of consent and legitimate interest for service delivery.

We do not sell or rent your personal information. We may share information with trusted service providers who assist in delivering our services, subject to strict confidentiality agreements.

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Under Australian Privacy Principles, you have several rights regarding your personal information:

• Access and obtain copies of your personal information
• Request correction of inaccurate or incomplete data
• Request deletion of your personal information in certain circumstances
• Receive your data in a portable format where technically feasible
• Object to certain types of data processing

We use cookies and similar technologies to enhance your website experience and analyze usage patterns.

We retain your personal information only as long as necessary to provide services, comply with legal obligations, and resolve disputes. Inactive accounts are reviewed annually for data deletion.

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18 years of age.

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Material changes will be communicated through email or website notice.

For questions about this privacy policy or to exercise your rights, please contact our privacy team using the information provided below.