Privacy Policy
This Privacy Policy describes how we collect, use, and protect your personal information when you use our financial planning subscription service.
Last updated: August 24, 2025
Information We Collect
We collect the following types of information:
- Contact information such as name, email address, and phone number
- Financial information relevant to planning consultations
- Usage data and website interaction information
- Communication preferences and feedback
How We Use Your Information
We use your personal information to:
- Provide our financial planning subscription services
- Communicate with you about your account and services
- Improve our services and website functionality
- Comply with legal and regulatory requirements
Legal Basis for Processing
We process your personal information based on:
Primary Legal Basis:: We process your data on the basis of consent and legitimate interest for service provision.
How We Share Your Information
We may share your information in the following circumstances:
- With service providers who help us deliver our services
- When required by law or regulatory authorities
- With your explicit consent for specific purposes
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Your Privacy Rights
Under Australian privacy law, you have the right to:
- Access your personal information we hold
- Correct any inaccurate or incomplete information
- Request deletion of your personal information
- Receive your data in a portable format
- Object to certain types of data processing
Cookies and Tracking
We use cookies and similar technologies to improve your website experience and provide personalized content.
For detailed information, please see our Cookie Policy. Cookie Policy
Data Retention
We retain your personal information only for as long as necessary to provide our services and comply with legal obligations.
Children's Privacy
Our services are not intended for individuals under 18 years of age, and we do not knowingly collect personal information from children.
18+ only
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes via email or website notice.
Contact Information
If you have questions about this Privacy Policy or our privacy practices, please contact us:
Level 15, 120 Collins Street, Melbourne VIC 3000, Australia