Privacy Policy

Information We Collect

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

• Contact details including name, email address, phone number, and mailing address
• Financial information such as income, expenses, assets, and financial goals you share during consultations
• Communication records including emails, phone calls, and consultation notes
• Website usage data including pages visited, time spent, and interaction patterns

How We Use Your Information

Your personal information helps us deliver personalized financial planning services:

• Providing monthly financial planning consultations and personalized recommendations
• Communicating about your account, appointments, and service updates
• Improving our services based on client feedback and usage patterns
• Complying with legal obligations and regulatory requirements in Australia

Legal Basis for Processing

We process your personal data based on the following legal foundations:

Information Sharing

We share your personal information only in specific circumstances:

• With service providers who assist in delivering our financial planning services, bound by confidentiality agreements
• When required by law, court order, or regulatory authorities
• With your explicit consent for specific purposes you approve

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, access controls, and regular security assessments.

Your Privacy Rights

Under Australian privacy law and applicable international regulations, you have several rights regarding your personal information:

• Access your personal data and receive a copy of information we hold about you
• Correct inaccurate or incomplete personal information in our records
• Request deletion of your personal data, subject to legal and contractual obligations
• Object to or restrict certain types of data processing, including marketing communications

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyze usage patterns. These help us provide personalized content and improve our services.

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

Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, and resolve disputes. Financial planning records are typically kept for 7 years after service termination.

Children's Privacy

Our financial planning services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 18 without parental consent.

Policy Updates

We may update this privacy policy periodically to reflect changes in our practices or applicable laws. Material changes will be communicated via email or website notice.

Contact Us

Ready to take control of your financial future? Get in touch with our team to discuss your planning needs and learn how our monthly subscription service can help you achieve your financial goals.