Privacy Policy

Information We Collect

We collect information necessary to provide effective financial planning services:

• Contact details including name, email, phone number, and address
• Financial information relevant to planning services and consultations
• Communication preferences and service history
• Website usage data and preferences through cookies and analytics

How We Use Your Information

Your information helps us provide personalized financial planning services:

• Delivering monthly consultations and personalized financial strategies
• Communicating about your service, appointments, and account updates
• Improving our services based on your feedback and usage patterns
• Complying with legal and regulatory requirements under Australian law

Legal Basis for Processing

We process your personal information based on several legal grounds:

We process your data based on your consent for marketing communications and legitimate interest for service delivery and improvement: Consent / Legitimate Interest

How We Share Information

We may share your information in limited circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or to comply with legal obligations
• With your explicit consent for specific purposes

Data Security

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

Your Privacy Rights

Under Australian privacy law, you have several important rights:

• Right to access your personal information we hold
• Right to correct inaccurate or incomplete information
• Right to request deletion of your personal information
• Right to receive your data in a portable format
• Right to object to certain types of data processing

Cookies and Tracking

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

View our complete Cookie Policy

Data Retention

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

Children's Privacy

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age.

Changes to This Policy: Changes to This Policy

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or applicable laws. We'll notify you of significant changes through email or website notices.

Contact Us About Privacy

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