Privacy Policy

Introduction to Our Privacy Policy

We are committed to protecting your privacy and handling your personal information responsibly. This policy explains how we collect, use, and safeguard your data when you use our financial planning services.

Information We Collect

We collect several types of information to provide and improve our services:

Personal Information

• Contact details including name, email address, phone number, and postal address
• Financial information such as income, assets, debts, and financial goals
• Demographic information including age, occupation, and family circumstances
• Communication records from consultations, emails, and support interactions

Usage and Technical Data

We automatically collect information about how you interact with our website and services, including IP addresses, browser type, pages visited, time spent on site, and referring websites. This helps us improve user experience and service quality.

How We Use Your Information

• Provide personalized financial planning consultation and advice
• Process subscription payments and manage your account
• Communicate with you about services, appointments, and important updates
• Improve our services based on user feedback and usage patterns
• Comply with legal obligations and regulatory requirements

Legal Basis for Processing

Under Australian privacy law and international regulations, we process your personal data based on:

We process your data based on your consent for marketing communications and legitimate interest for service delivery, with contractual necessity for subscription management.: Consent / Legitimate Interest

How We Share Your Information

We do not sell your personal information. We may share data only in these limited circumstances:

• With trusted service providers who assist with payment processing and technical support
• When required by law or to protect our legal rights and safety
• With your explicit consent for specific purposes you've approved

Data Security Measures

We implement industry-standard security measures including encryption, secure servers, access controls, and regular security audits to protect your personal information from unauthorized access, disclosure, or misuse.

Your Privacy Rights

Under Australian privacy law, you have several important rights:

• 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
• Object to or restrict certain types of data processing
• Withdraw consent for marketing communications at any time

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your website experience, remember your preferences, and analyze site usage.

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

Data Retention

We retain personal information only as long as necessary to provide services, comply with legal obligations, and resolve disputes. Financial planning records are typically retained for seven years as required by Australian regulations.

Children's Privacy

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

Changes to This Privacy Policy

We may update this privacy policy to reflect changes in our practices or legal requirements. Material changes will be communicated through our website and email notifications to active subscribers.

Contact Us About Privacy

For questions about this privacy policy or to exercise your privacy rights, please contact our privacy officer using the details provided in our contact section.