Privacy Policy

Information We Collect

We collect information you provide directly to us when you use our financial planning services.

• Contact details including name, email, phone number, and address
• Financial information relevant to our planning consultations
• Communication preferences and consultation history
• Website usage data and technical information about your device

How We Use Your Information

We use the information we collect for several purposes related to our financial planning services.

• Provide personalized financial planning consultations and services
• Communicate with you about your subscription and appointments
• Improve our services and develop new features
• Comply with legal obligations and protect our business interests

Legal Basis for Processing

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

Primary Legal Basis: We process your data based on your consent for our services and our legitimate business interests in providing financial planning consultations.

Information Sharing and Disclosure

We may share your information in limited circumstances.

• With service providers who assist us in delivering our services
• When required by law or to protect our legal rights
• In connection with a business transaction such as a merger or sale

Data Security

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

Your Privacy Rights

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

• Access your personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your information in certain circumstances
• Withdraw consent for processing where applicable

Cookies and Tracking

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

For detailed information, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

Contact Us About Privacy

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

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. We will notify you of material changes by posting the updated policy on our website.