Privacy Policy

Personal Information

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to planning consultations, such as income ranges and financial goals
• Communication preferences and consultation history records

Usage Data

We automatically collect information about how you interact with our website, including pages visited, time spent, and technical details like IP address and browser type.

• Providing personalized financial planning consultations and services
• Communicating with you about appointments, updates, and service-related matters
• Improving our services based on feedback and usage patterns
• Complying with legal obligations and maintaining business records

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

We process your data on the basis of consent and legitimate business interests in providing financial planning consultation services.

We may share your information in the following limited circumstances:

• With service providers who assist in delivering our consultation services, under strict confidentiality agreements
• When required by law or to comply with legal proceedings or regulatory requirements
• To protect our rights, property, or safety, or that of our clients or the public

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.

Under Australian Privacy Law, you have the following rights regarding your personal information:

• Access - Request copies of your personal information we hold
• Correction - Request correction of inaccurate or incomplete information
• Deletion - Request deletion of your personal information in certain circumstances
• Portability - Request transfer of your data in a structured, commonly used format
• Objection - Object to processing of your personal information for certain purposes

Our website uses cookies and similar technologies to enhance functionality and analyze usage. You can control cookie settings through your browser or our cookie preference center.

We retain personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Consultation records are typically retained for 7 years in accordance with Australian business record requirements.

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us.

We may update this Privacy Policy periodically. We will notify you of significant changes through email or website notice. Your continued use of our services after changes become effective constitutes acceptance of the updated policy.