Privacy Policy

Personal Information

• Name, email address, and contact details
• Financial information relevant to planning consultations
• Communication preferences and feedback
• Account and subscription information

Usage Data

We collect information about how you interact with our website, including pages visited, time spent, and technical data like IP address and browser type.

• Provide personalised financial planning consultations
• Communicate about your account and our services
• Improve our website and service offerings
• Comply with legal and regulatory requirements
• Send relevant financial insights and updates

Under Australian privacy law, we process your information based on

Primary Legal Basis: Consent for marketing communications and legitimate interest for service provision

We may share your information in these limited circumstances

• With service providers who help us deliver our services
• When required by law or legal process
• To protect our rights or the safety of others

We use cookies to improve your experience on our website and provide personalised content.

See our Cookie Policy for detailed information about our cookie practices

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction.

Under Australian privacy law, you have the right to

• Access your personal information we hold
• Request correction of inaccurate information
• Request deletion of your personal information
• Restrict processing of your information
• Request transfer of your data to another provider
• Object to certain types of processing

We retain your personal information only as long as necessary to provide our services, comply with legal obligations, and resolve disputes.

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

We may update this privacy policy from time to time. We will notify you of any material changes by email or through our website.

Ready to take control of your financial future? Let's have a conversation about your goals and how we can help you achieve them.