Privacy Policy

Learn more about how we collect, use, and protect your personal information when you use our financial planning subscription service.

This privacy policy was last updated on September 24, 2025

Information We Collect

We collect information necessary to provide our financial planning consultation services:

Personal Information You Provide

• • Contact details (name, email, phone number, address)
• • Financial information relevant to planning discussions
• • Communication preferences and consultation history
• • Payment information for subscription processing

Automatically Collected Usage Data

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

How We Use Your Information

We use collected information for these specific purposes:

• • Providing financial planning consultations and ongoing support
• • Processing subscription payments and managing your account
• • Communicating about your service and responding to inquiries
• • Improving our website functionality and service quality
• • Complying with legal obligations and regulatory requirements

Legal Basis for Processing

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

Primary Legal Basis:: We process your data on the basis of consent and legitimate interest in providing financial planning services.

Data Sharing and Disclosure

We may share your information in these limited circumstances:

• • With service providers who assist in delivering our consultation services
• • When required by law, regulation, or court order
• • With your explicit consent for specific purposes

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your website experience and understand usage patterns.

For detailed information, please review our Cookie Policy.

Data Security Measures

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure.

Data Retention Periods

We retain your personal information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Specific retention periods vary based on the type of information and applicable requirements.

Your Privacy Rights

You have several rights regarding your personal information:

• • Request access to personal information we hold about you
• • Request correction of inaccurate or incomplete information
• • Request deletion of your personal information in certain circumstances
• • Request restriction of processing in specific situations
• • Request transfer of your data to another service provider
• • Object to processing based on legitimate interests

Children's Privacy Protection

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 delete the information promptly.

International Data Transfers

Your information may be processed in countries outside Australia. When we transfer data internationally, we ensure appropriate safeguards are in place to protect your privacy rights.

Privacy Policy Updates

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. Updated versions will be posted on our website with the effective date clearly indicated.

Privacy Questions and Requests

For privacy-related questions or to exercise your rights, contact us: