Privacy Policy and Data Protection

Information We Collect

We collect information necessary to provide our financial planning service effectively:

• • Contact details including name, email, phone number, and address
• • Financial information relevant to your planning goals and current situation
• • Communication preferences and subscription settings
• • Website usage data and technical information for service improvement

How We Use Your Information

Your information helps us provide personalized financial planning services:

• • Delivering monthly financial planning consultations and guidance
• • Customizing recommendations based on your specific circumstances
• • Communicating important updates about your subscription or relevant financial topics
• • Improving our service quality and developing new features

Legal Basis for Processing

We process your personal data based on several legal grounds:

Primary Legal Basis: We process your data based on consent for marketing communications and legitimate interest for service delivery

Your consent allows us to send newsletters and promotional content, while our legitimate interest covers service delivery and improvements

Information Sharing and Disclosure

We limit data sharing to essential business purposes:

• • Trusted service providers who help deliver our planning services
• • Legal compliance when required by Australian law or regulation
• • Business transfers with appropriate privacy protections in place

Data Security Measures

We implement industry-standard security measures to protect your personal information, including encryption for data transmission, secure servers for data storage, and regular security audits to maintain protection standards.

Data Retention Policy

We retain your personal information only as long as necessary for service delivery and legal compliance. Active subscription data is maintained during your membership, with historical records kept for 7 years to meet Australian financial services requirements.

Your Privacy Rights

Under Australian privacy law, you have several important rights:

• • Access to your personal information and processing activities
• • Correction of inaccurate or incomplete data
• • Deletion of your data when no longer necessary
• • Limitation of processing in certain circumstances
• • Transfer of your data to another service provider
• • Objection to processing for marketing purposes

Cookies and Website Technologies

We use cookies and similar technologies to enhance your website experience.

For detailed information about our cookie practices, please review our Cookie Policy

Children's Privacy Protection

Our financial planning service is designed for adults and we do not knowingly collect information from individuals under 18 years of age.

18+ only

Privacy Policy Updates

We may update this privacy policy to reflect changes in our practices, technology, or legal requirements. Significant changes will be communicated through email or prominent website notices.

Privacy Questions and Concerns

If you have questions about this privacy policy or how we handle your personal information, please contact our privacy team.