Privacy Policy

We collect information you provide directly and automatically through your use of our services:

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to consultation services, such as general income ranges and financial goals
• Communication records including emails, consultation notes, and service interactions
• Technical information such as IP address, browser type, device information, and website usage patterns

We use collected information for legitimate business purposes including:

• Providing personalised consultation services and responding to your inquiries
• Improving our services based on feedback and usage patterns
• Communicating about our services, updates, and relevant financial planning information
• Complying with legal obligations and protecting our business interests

Under Australian privacy law, we process your data based on:

We process your data on the basis of consent, legitimate business interests, and contractual necessity.: Consent / Legitimate Interest

We may share your information in limited circumstances:

• With service providers who assist in delivering our services under strict confidentiality agreements
• When required by law, legal process, or to protect our rights and safety
• With your explicit consent for specific purposes you've approved

We use cookies and similar technologies to enhance your website experience, analyse usage patterns, and provide personalised content.

For detailed information about our cookie practices, please review our Cookie Policy. Cookie Policy

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Under Australian privacy law, you have several rights regarding your personal information:

• Access your personal information and request copies of data we hold
• Correct inaccurate or incomplete personal information
• Request deletion of your personal information in certain circumstances
• Withdraw consent for data processing where consent is the legal basis
• Lodge complaints with the Australian Privacy Commissioner if concerned about our practices

We retain personal information only as long as necessary for the purposes outlined in this policy, typically for the duration of our business relationship plus seven years for legal and regulatory compliance requirements.

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of external websites. We encourage you to review privacy policies of any third-party sites you visit.

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors without parental consent.

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Material changes will be communicated through our website or direct notification to registered users.