Privacy Policy

Privacy Protection Commitment

Your privacy is important to us. This policy explains how we collect, use, and protect your personal information when you use our financial planning services and website.

Information We Collect

We collect information that you provide directly to us and information that is automatically gathered when you use our services:

• • Contact details including name, email address, phone number, and postal address
• • Financial information relevant to planning consultations, such as income ranges and financial goals
• • Communication records including emails, chat logs, and consultation notes
• • Website usage data including pages visited, time spent, and interaction patterns

How We Use Your Information

We use your personal information for legitimate business purposes related to providing our financial planning services:

• • Delivering personalized financial planning consultations and ongoing guidance
• • Communicating with you about your subscription, appointments, and service updates
• • Improving our services based on usage patterns and client feedback
• • Meeting legal obligations and maintaining accurate business records

Legal Basis for Processing

We process your personal data based on several legal foundations that comply with Australian privacy laws:

We process your data based on your consent, our legitimate business interests, and to fulfill our contractual obligations to provide financial planning services.: Consent / Legitimate Interest

Information Sharing and Disclosure

We only share your personal information in limited circumstances and with appropriate safeguards:

• • With trusted service providers who help us deliver our services, under strict confidentiality agreements
• • When required by law, court order, or to protect our legitimate business interests
• • With your explicit consent for specific purposes you've approved

Data Security Measures

We implement robust security measures to protect your personal information including encryption, secure servers, access controls, and regular security audits. However, no online system is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

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

• • Right to access and receive a copy of the personal information we hold about you
• • Right to correct any inaccurate or incomplete information in our records
• • Right to request deletion of your personal information in certain circumstances
• • Right to receive your information in a portable format for transfer to another service
• • Right to object to certain types of processing, particularly for marketing purposes

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your website experience and gather usage analytics.

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

Information Retention

We retain your personal information only as long as necessary to provide our services and meet legal obligations. Financial records are typically maintained for seven years as required by Australian law.

Children's Privacy

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

Policy Updates

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

Privacy Contact Information

For questions about this privacy policy or to exercise your privacy rights, please contact our privacy team: