Privacy Policy

Personal Information

• Contact details (name, email, phone number, address)
• Financial information relevant to consultations (income range, assets, planning goals)
• Communication preferences and consultation history

Usage Data

We collect information about how you interact with our website and services, including pages visited, time spent, and technical information about your device and browser.

• Provide personalised financial planning consultations and analytical reviews
• Communicate with you about your subscription and appointments
• Improve our services based on user feedback and usage patterns
• Comply with legal obligations and maintain business records

Under Australian Privacy Principles and applicable data protection laws:

We process your data based on: Your explicit consent for consultation services and legitimate business interests for service improvement

We may share your personal information only in these limited circumstances:

• With your explicit consent for specific purposes
• When required by Australian law or legal process
• With trusted service providers who help operate our platform (under strict confidentiality agreements)

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is completely secure.

Under Australian privacy law, you have the right to:

• Access your personal information and request copies of data we hold
• Correct inaccurate or incomplete personal information
• Request deletion of your personal information (subject to legal obligations)
• Object to processing of your personal information for direct marketing
• Lodge a complaint with the Australian Privacy Commissioner if you believe we've mishandled your data

Our website uses cookies to improve functionality and user experience. 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. Consultation records are typically kept for 7 years in accordance with financial services record-keeping requirements.

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 18. If we become aware of such collection, we will take steps to delete the information promptly.

Contact Information: Contact Information

We may update this Privacy Policy to reflect changes in our practices or applicable laws. Updated versions will be posted on our website with a revised effective date. Last updated: September 7, 2025.

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