Privacy Policy

Personal Information

• Contact details including name, email, phone number, and address
• Financial information relevant to planning discussions and analysis
• Communication preferences and consultation history

Usage Data

We automatically collect information about how you interact with our website and services, including IP address, browser type, pages visited, and time spent on our site.

• Provide personalized financial planning consultations and services
• Communicate with you about your account and our services
• Improve our website and service offerings based on usage patterns
• Comply with legal and regulatory requirements

We process your personal information based on the following legal grounds under Australian privacy law.

Your consent for our services and our legitimate interest in providing quality financial planning guidance form the basis for data processing.

We may share your information in the following limited circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or regulatory authorities
• With your explicit consent for specific purposes

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

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

• Right to access the personal information we hold about you
• Right to request correction of inaccurate or incomplete information
• Right to request deletion of your personal information in certain circumstances
• Right to request restriction of processing in specific situations
• Right to receive your data in a portable format
• Right to object to processing for direct marketing purposes

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

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Client records are typically retained for seven years after the end of our professional relationship.

Our services are intended for adults. We do not knowingly collect personal information from children under the age specified below.

18+ only

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "last updated" date.

If you have questions about this privacy policy or our data practices, please contact us using the information below.