Privacy Policy

Information We Collect

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

• • Contact details including name, email address, and phone number
• • Financial information relevant to our consultation services
• • Communication records and consultation notes
• • Website usage data and technical information

How We Use Your Information

We use your personal information for the following purposes:

• • Providing financial planning consultations and subscription services
• • Communicating with you about your account and service updates
• • Improving our services and developing new features
• • Complying with legal obligations and regulatory requirements
• • Analyzing usage patterns to enhance user experience

Legal Basis for Processing

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

Primary Legal Basis: We process your data on the basis of consent and legitimate business interests

Data Sharing and Disclosure

We may share your information in limited circumstances:

• • With service providers who assist in delivering our services
• • When required by law or to comply with legal processes
• • To protect our rights, safety, or property
• • In connection with business transfers or reorganization

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure.

Data Retention

We retain your personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Consultation records are kept for seven years as required by professional standards.

Your Privacy Rights

Under Australian privacy law, you have the following rights:

• • Access to your personal information and details about how we use it
• • Correction of inaccurate or incomplete personal information
• • Deletion of your personal information in certain circumstances
• • Restriction of processing in specific situations
• • Data portability for information you've provided to us
• • Objection to certain types of processing
• • Withdrawal of consent where processing is based on consent

Cookies and Tracking

Our website uses cookies and similar technologies to enhance functionality and analyze usage patterns. These technologies help us provide better service and understand user preferences.

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

Children's Privacy

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 18. If we learn we have collected such information, we will delete it promptly.

Last updated: July 21, 2025: Last updated: July 21, 2025:

Changes to This Policy

We may update this privacy policy to reflect changes in our practices or applicable laws. We will notify you of significant changes and update the revision date shown above.

Contact Us About Privacy

For questions about this privacy policy or to exercise your privacy rights, contact our privacy officer using the information provided below.