Privacy Policy

Information We Collect

We collect several types of information to provide our financial planning services effectively:

• Contact details including name, email address, phone number, and postal address
• Financial information you choose to share during consultations for planning purposes
• Communication records including consultation notes and correspondence
• Website usage data through cookies and analytics tools for service improvement

How We Use Your Information

Your personal information helps us deliver personalized financial planning services:

• Providing monthly consultations and developing personalized financial strategies
• Communicating about your subscription, appointments, and service updates
• Improving our services based on client feedback and usage patterns
• Meeting legal and regulatory requirements for financial service providers

Legal Basis for Processing

We process your personal information based on several legal grounds under Australian privacy law:

Information Sharing

We may share your information in limited circumstances:

• With service providers who help deliver our platform functionality and scheduling systems
• When required by law, regulation, or court order
• With professional advisors for legal, accounting, or regulatory compliance purposes

Cookies and Tracking

We use cookies to enhance your website experience and improve our services. You can control cookie preferences through your browser settings or our preference management tools.

Cookie Policy Details

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

Your Privacy Rights

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

• Access and obtain copies of your personal information we hold
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information in certain circumstances
• Receive your personal information in a portable format
• Object to processing for direct marketing or legitimate interests

Data Retention

We retain your personal information for as long as necessary to provide our services and meet legal obligations. Financial planning records are typically retained for seven years after service termination, as required by Australian financial services regulations.

Children's Privacy

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

Policy Updates

We may update this privacy policy from time to time. We'll notify you of significant changes through email or website announcements. The latest version will always be available on our website with the updated date clearly indicated.

Privacy Contact

If you have questions about this privacy policy or want to exercise your rights, please contact us: