Privacy Policy

Your Privacy Matters to Us

Get to know how we protect and handle your personal information when you use our financial planning subscription service. Your privacy is fundamental to our relationship, and we're committed to maintaining the highest standards of data protection while providing exceptional financial guidance and support.

We understand that trust forms the foundation of any financial advisory relationship, which is why we've implemented comprehensive privacy safeguards to protect your sensitive information.

Information We Collect

We collect various types of information to provide personalized financial planning services and maintain effective communication with our clients.

Personal Information

• Contact details including name, email address, phone number, and mailing address for communication and service delivery
• Financial information such as income details, asset information, and financial goals to provide relevant planning advice
• Identification information required for regulatory compliance and account verification purposes
• Communication preferences and service history to improve our consultation approach and maintain service records

Usage and Technical Information

• Website usage patterns including pages visited, time spent, and interaction data to improve our online experience
• Device and browser information such as IP address, browser type, and operating system for technical optimization
• Cookie and tracking data as detailed in our Cookie Policy to enhance functionality and provide personalized content

How We Use Your Information

We use your personal information exclusively to provide financial planning services and maintain our professional relationship with you.

• Deliver personalized financial consultation services and develop customized planning strategies based on your individual circumstances
• Communicate with you about your account, appointments, service updates, and relevant financial planning information
• Comply with regulatory requirements and maintain proper records as required by Australian financial services law
• Improve our services through analysis of usage patterns and client feedback to enhance the overall experience
• Process payments and manage billing for your monthly subscription and any additional services you request

Legal Basis for Processing

Under Australian privacy law and international standards, we process your personal information based on several legal foundations.

Your consent allows us to use your information for marketing communications, while regulatory compliance requires us to maintain certain records for specified periods.

How We Share Information

We maintain strict controls over information sharing and only share your data in specific, limited circumstances.

• With trusted service providers who assist in delivering our financial planning services, subject to confidentiality agreements
• When required by law, regulation, or legal process, including compliance with Australian financial services regulations
• With your explicit consent for specific purposes such as referrals to other professional services you request
• In anonymized, aggregated form for business analysis and service improvement purposes where individual identity cannot be determined

Data Security Measures

We implement comprehensive security measures to protect your personal and financial information from unauthorized access, disclosure, or misuse.

Our security approach includes encrypted data transmission, secure storage systems, regular security audits, restricted access controls, and ongoing staff training on privacy and security best practices.

Your Privacy Rights

You have several rights regarding your personal information under Australian privacy law, and we're committed to helping you exercise these rights.

• Right to access the personal information we hold about you and receive copies of your data in a commonly used format
• Right to request correction of any inaccurate or incomplete personal information in our records
• Right to request deletion of your personal information, subject to legal and regulatory retention requirements
• Right to request restriction of processing in certain circumstances, such as while we verify the accuracy of contested information
• Right to receive your personal information in a portable format for transfer to another service provider
• Right to object to processing of your information for marketing purposes or other activities based on legitimate interests

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and provide personalized content relevant to your financial planning needs.

Our cookies include essential functional cookies, analytics cookies for service improvement, and optional marketing cookies for relevant communications.

You can control cookie settings through your browser preferences or our cookie consent system. See our detailed Cookie Policy for comprehensive information.

Data Retention

We retain your personal information for as long as necessary to provide services, comply with legal obligations, and maintain proper business records. Financial services regulations require us to maintain certain client records for seven years after the end of our service relationship.

Children's Privacy

Our financial planning services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age without appropriate parental consent.

18+ only

Changes to This Privacy Policy

We may update this privacy policy to reflect changes in our practices, services, or legal requirements. Material changes will be communicated through email or website notification, and continued use of our services constitutes acceptance of the updated policy.

Contact Us About Privacy

If you have questions about this privacy policy, wish to exercise your privacy rights, or need assistance with privacy-related concerns, please contact our privacy team using the information below.