Privacy Policy

We collect several types of information to provide and improve our financial planning services

• Contact information including name, email address, phone number, and mailing address
• Financial information shared during consultations for planning purposes
• Communication records including emails, phone calls, and consultation notes
• Website usage data including IP addresses, browser information, and page interactions

Your information is used exclusively for providing financial planning services and improving our offerings

• To deliver personalized financial planning consultations and ongoing support
• To communicate with you about your subscription and appointment scheduling
• To analyze and improve our service quality and website functionality
• To comply with legal obligations and maintain accurate business records

We process your personal information based on the following legal foundations

Primary Legal Basis: We process your data on the basis of legitimate interest in providing financial planning services and with your explicit consent for marketing communications

We share your information only in limited circumstances necessary for service delivery

We implement comprehensive security measures to protect your personal and financial information

• Encrypted data transmission and secure storage systems for all client information
• Access controls limiting information access to authorized personnel only
• Regular security audits and updates to maintain protection standards

You have several rights regarding your personal information under Australian privacy law

• Right to access and obtain copies of your personal information we hold
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal information in certain circumstances
• Right to restrict or object to processing of your personal information
• Right to withdraw consent for marketing communications at any time

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

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We retain your personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Financial consultation records are typically retained for 7 years as required by Australian business regulations

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

18+ only

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes via email or website notice