Privacy Policy

Information We Collect

We collect information you provide directly to us and information automatically collected when you use our website or services:

• Contact information (name, email address, phone number, postal address)
• Financial information relevant to our consultation services
• Communication preferences and consultation history
• Website usage data, cookies, and technical information

How We Use Your Information

We use the information we collect for the following purposes:

• To provide and improve our financial planning consultation services
• To communicate with you about appointments, services, and updates
• To analyze and enhance our website performance and user experience
• To comply with legal obligations and protect our legitimate business interests

Legal Basis for Processing

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

Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

• With service providers who assist us in operating our website and providing services
• When required by law or to protect our rights and safety
• In connection with a business transfer or merger (with appropriate notifications)

Cookies and Tracking Technologies

We use cookies and similar technologies to improve your browsing experience and analyze website traffic. You can control cookie preferences through your browser settings.

For detailed information about our use of cookies, please see our Cookie Policy. Cookie Policy

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

• Right to access and receive a copy of your personal data
• Right to rectify inaccurate or incomplete information
• Right to erasure of your personal data under certain circumstances
• Right to data portability in a structured, machine-readable format
• Right to object to processing based on legitimate interests

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, and resolve disputes. Consultation records are typically retained for 7 years as required by Australian regulations.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

18+ only

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website and, where appropriate, by email. Your continued use of our services after changes become effective constitutes acceptance of the updated policy.

Contact Us About Privacy

If you have questions about this Privacy Policy or our data practices, please contact us: