Privacy Policy Statement

Your privacy is important to us. This policy outlines how we collect, use, and protect your information when you use our subscription financial planning services.

Information we collect

We collect information needed to deliver our services and comply with regulations.

• Contact details such as your name, email address, and phone number.
• Information you provide during consultations and through our online forms.
• Usage data from your interactions with our website and communications.
• Payment and subscription information required to process your monthly fee.

How we use your information

We use your data to provide, improve, and maintain our services responsibly.

• Deliver ongoing consultations and respond to your enquiries.
• Manage your subscription and billing securely.
• Comply with applicable Australian laws and regulations.
• Improve our website and services based on usage data.

Legal basis for processing

We process your information only as permitted by Australian law.

Our legal grounds include your consent, the need to provide contracted services, and compliance with regulatory obligations.

Sharing your data

We respect your privacy and only share your data when necessary.

• With authorised staff for service delivery and support.
• With payment processors to manage your subscription fees.
• When required by law or to comply with regulatory authorities.

Data security measures

We use secure systems and regular audits to protect your personal data. Access is restricted to authorised personnel and we employ encryption where appropriate.

Your rights

You have rights regarding your personal data under Australian law.

• Request access to the personal data we hold about you.
• Request correction or deletion of inaccurate information.
• Object to or restrict certain types of data processing.
• Withdraw consent where applicable, without affecting prior processing.

Cookies and tracking

We use cookies to support website functionality and analyse usage. You can manage your cookies through browser settings or our cookie policy page.

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Contact us

If you have privacy questions or wish to exercise your rights, please contact us using the details below.

Policy changes

We may update this policy periodically to reflect changes in our practices or legal requirements. Please review it regularly.