Privacy Policy Statement

This policy outlines how we collect, use, and protect your personal information as part of our subscription financial planning service. Your privacy and trust are important to us.

Information We Collect

We collect personal data necessary for providing our services and complying with Australian law.

• Contact details such as your name, address, phone number, and email for communication and support.
• Information related to your enquiry, consultations, and preferences to tailor our services.
• Technical data like IP address and browser type for security and analytics purposes.
• Records of your communications and interactions with our team for quality assurance.

How We Use Your Data

Your information is used for service delivery, client support, and regulatory compliance.

• To schedule and provide consultations as part of your subscription.
• To communicate with you, respond to enquiries, and provide updates.
• To improve our service quality and maintain security.
• To comply with legal obligations under Australian law.

Legal Basis for Processing

We process your data only where legally permitted.

Data is processed for contract performance, compliance with legal obligations, and, with your consent, for service improvement and communication.

Sharing Information

We take your confidentiality seriously and limit sharing to necessary circumstances.

• Personal data may be shared with trusted service providers who assist with platform operations and support functions.
• Data may be disclosed to comply with legal or regulatory requirements.
• We do not sell your information to third parties or use it for unrelated marketing activities.

Data Security

We employ administrative, technical, and physical safeguards to protect your data from unauthorised access, misuse, or disclosure. Our practices align with Australian privacy laws and industry standards. However, no method of transmission is completely secure.

Your Rights

You have the right to access, correct, or request deletion of your data.

• Request access to your personal information held by us.
• Request corrections to inaccurate or incomplete data.
• Request deletion of your information where legally permitted.
• Withdraw consent for non-essential data uses at any time.

Cookies and Tracking

We use cookies to enhance user experience and analyse site performance. You can manage cookie preferences at any time.

See cookie policy See cookie policy

Contact Us

Contact us for any privacy-related questions or concerns regarding your data.

Changes to This Policy

We may update this privacy policy as needed. Please review the latest version regularly for any changes.