Privacy Policy and Data Protection
We are committed to protecting your privacy and personal information. This policy explains how we collect, use, and safeguard your data when you use our financial planning services.
Last updated: August 23, 2025
Information We Collect
We collect information you provide directly and automatically through your use of our services:
- Contact details including name, email, phone number, and address
- Financial information relevant to consultation services (income ranges, planning goals)
- Communication preferences and consultation history
- Website usage data and technical information about your device
How We Use Your Information
Your personal information is used for legitimate business purposes:
- Providing financial planning consultation services and ongoing support
- Communicating about appointments, services, and important updates
- Improving our services based on client feedback and usage patterns
- Complying with legal and regulatory requirements in Australia
Legal Basis for Processing
We process your personal information based on:
We process your data on the basis of consent and legitimate business interest.: Consent / Legitimate Interest
Your consent for consultation services and our legitimate interest in providing quality financial planning support.
Information Sharing
We do not sell your personal information. We may share data only in limited circumstances:
- With service providers who help us deliver consultation services (subject to confidentiality agreements)
- When required by law or to protect our legal rights
- With professional partners when you specifically request referrals or additional services
Cookies and Website Data
We use cookies and similar technologies to enhance your website experience:
Our cookies include:
- • Essential cookies for website functionality and consultation booking
- • Analytics cookies to understand how our website is used
- • Preference cookies to remember your settings and choices
You can manage cookie preferences through your browser settings or our cookie preference center. Cookie Policy
Your Privacy Rights
Under Australian privacy legislation, you have the following rights:
Data Security
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
We retain your personal information only as long as necessary for the purposes outlined in this policy or as required by law. Client consultation records are typically retained for seven years after service completion.
Children's Privacy
Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from minors without parental consent.
Updates to Privacy Policy
We may update this privacy policy to reflect changes in our practices or legal requirements. We will notify you of significant changes through our website or direct communication.
Contact Us About Cookies
For privacy-related questions or to exercise your rights, contact us: