Privacy Policy

Personal Information

• Name, email address, phone number, and postal address
• Financial information relevant to planning consultations
• Communication preferences and consultation history

Usage Data

We automatically collect information about how you interact with our website, including IP address, browser type, pages visited, time spent on pages, and referring websites.

• Provide personalized financial planning consultation services
• Communicate with you about appointments and services
• Improve our website and service delivery
• Comply with legal and regulatory requirements

We process your personal information based on the following legal grounds

We process your data on the basis of consent and legitimate interest in providing financial planning services: Consent / Legitimate Interest

We may share your information in the following limited circumstances

• With trusted service providers who assist in delivering our services
• When required by law or to comply with legal processes
• To protect our rights, property, or safety, or that of others

You have the following rights regarding your personal information

We use cookies and similar technologies to enhance your browsing experience and analyze website usage. You can control cookie settings through your browser preferences.

For detailed information, please review our Cookie Policy Cookie Policy

We implement robust security measures to protect your personal information, including encryption, secure servers, and regular security assessments. However, no method of transmission over the internet is 100% secure.

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Consultation records are typically retained for 7 years as required by Australian financial services regulations.

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

18+ only

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.