Privacy Policy

Personal Information You Provide

• Contact details including name, email address, phone number, and mailing address
• Financial information such as income details, financial goals, and current financial situation
• Communication preferences and feedback about our services

Automatically Collected Information

• Website usage data including pages visited, time spent, and navigation patterns
• Technical information such as IP address, browser type, and device information
• Cookies and similar technologies as described in our Cookie Policy

We use your personal information for the following purposes:

• Providing financial planning consultations and services you've requested
• Communicating with you about your account, appointments, and service updates
• Improving our services and website functionality based on usage patterns
• Complying with legal obligations and regulatory requirements

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

Primary Legal Basis: We process your data based on consent for marketing communications and legitimate interest for service delivery and improvement.

We may share your information in the following limited circumstances:

• With professional service providers who assist in delivering our services, subject to confidentiality agreements
• When required by law, court order, or regulatory authority
• To protect our rights, property, or safety, or that of our clients or others

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

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

• Access your personal information and obtain a copy of the data we hold
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information in certain circumstances
• Object to or restrict certain types of data processing
• Withdraw consent for marketing communications at any time

Our website uses cookies and similar technologies to improve functionality and analyze usage patterns. You can control cookie preferences through your browser settings.

For detailed information, please see our Cookie Policy. Cookie Policy

We retain your personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Client records are typically retained for seven years after the end of the service relationship, in accordance with Australian financial services regulations.

Our services are intended for adults who can make independent financial decisions. We do not knowingly collect personal information from individuals under 18 years of age.

18+ only

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. Material changes will be communicated through email or prominent website notices. Your continued use of our services after updates indicates acceptance of the revised policy.

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: