Cookie Policy and Privacy Settings
This policy explains how we use cookies and similar technologies on our website to enhance your browsing experience and improve our services.
Last updated: August 23, 2025
What Are Cookies
Cookies are small text files stored on your device when you visit our website. They help us remember your preferences and understand how you use our site.
We use cookies to improve website functionality, analyze usage patterns, and provide personalized content relevant to your financial planning interests.
Types of Cookies We Use
Essential Cookies
Required for basic website functionality including contact forms, consultation booking, and secure areas of the site.
Analytics Cookies
Help us understand how visitors interact with our website, which pages are most popular, and how we can improve user experience.
Functional Cookies
Remember your preferences such as consultation scheduling preferences and communication settings to provide a more personalized experience.
Marketing Cookies
Used to show relevant financial planning content and measure the effectiveness of our marketing campaigns across different platforms.
How We Use Cookies
Our cookies serve several important functions:
- Maintain your session when booking consultations or accessing client areas
- Remember your communication preferences and contact information
- Analyze website performance to improve user experience
- Provide relevant content based on your interests in financial planning
- Ensure security and prevent fraudulent activities
Third-Party Cookies
Some cookies are set by third-party services we use for analytics, customer support, and communication tools.
These third-party services have their own privacy policies and cookie practices, which we encourage you to review.
Your Privacy Rights
Australian Privacy Rights
Under Australian privacy legislation, you have several rights regarding cookies and data collection:
- Right to access information about cookies and data collection
- Right to withdraw consent for non-essential cookies at any time
- Right to request deletion of data collected through cookies
International Visitor Rights
If you are visiting from other jurisdictions, you may have additional rights:
- Right to know what personal information is collected through cookies
- Right to opt-out of certain data collection practices
- Right to request correction of inaccurate information
Data Subject Rights
We respect data privacy rights regardless of location:
- Right to transparency about data collection and processing
- Right to portability of your personal data
- Right to object to certain data processing activities
Managing Cookie Preferences
You can control cookies through various methods:
Browser Settings
Most browsers allow you to view, delete, or block cookies through their settings menu.
- • Chrome: Settings > Privacy and Security > Cookies
- • Firefox: Preferences > Privacy & Security
- • Safari: Preferences > Privacy
- • Edge: Settings > Privacy, Search, and Services
Note: Disabling essential cookies may affect website functionality and your ability to book consultations.
Updates to Cookie Policy
We may update this cookie policy to reflect changes in our practices or applicable regulations. Changes become effective when posted on this page.
Contact Us About Cookies
If you have questions about our cookie practices or need assistance with privacy settings, please contact us: