Privacy Policy

Information We Collect

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

• • Contact information including name, email address, phone number, and mailing address
• • Financial information relevant to planning consultations such as income, assets, and financial goals
• • Usage data including how you interact with our website and services
• • Communication records including consultation notes and correspondence

How We Use Your Information

We use the information we collect for the following purposes:

• • To provide personalized financial planning consultation services
• • To communicate with you about your subscription and send service updates
• • To improve our services and develop new features
• • To comply with legal obligations and protect our legitimate business interests

Legal Basis for Processing

We process your personal information based on the following legal grounds:

How We Share Your Information

We may share your information in the following limited circumstances:

• • With service providers who help us deliver our services, subject to confidentiality agreements
• • When required by law or to protect our legal rights
• • In connection with a business transaction such as a merger or acquisition, with appropriate safeguards

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

Your Privacy Rights

Under Australian privacy laws, you have the following rights regarding your personal information:

• • Right to access and obtain a copy of your personal data
• • Right to correct inaccurate or incomplete information
• • Right to request deletion of your personal data under certain circumstances
• • Right to receive your data in a structured, machine-readable format
• • Right to object to processing based on legitimate interests

Cookies and Tracking

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

Please see our Cookie Policy for detailed information about our cookie practices. Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Consultation records are typically retained for seven years as required by financial services regulations.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18.

18+ only

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have questions about this Privacy Policy or want to exercise your privacy rights, please contact us using the information below.