Privacy policy and your data

This policy explains how we handle your personal information in connection with our financial planning subscription service in Australia. We are committed to protecting your privacy and complying with Australian law.

Information we collect

We collect data to provide and improve our service. This may include:

• Contact information such as name, email, and phone number provided by you.
• Information you submit through forms, including your enquiry type and preferences.
• Usage data collected via cookies and analytics tools to help us enhance the website.
• Details about your subscription and communications with our team.

How we use your data

We use your information to deliver, maintain, and improve our planning service.

• Contacting you regarding your subscription or enquiry.
• Delivering ongoing financial planning services as outlined in your subscription.
• Improving our website and service based on usage patterns and feedback.
• Meeting legal and regulatory obligations required in Australia.

Legal basis for processing

We only process your data when there is a valid legal reason under Australian law.

Processing is based on your consent, our contractual obligations, or compliance with legal requirements. We do not use your data for purposes unrelated to your subscription.

Sharing information

We share your data only when necessary and as described below:

• With team members providing services to you, under strict confidentiality agreements.
• With trusted service providers for website hosting and support, as needed.
• If required by Australian law or to protect our rights, property, or safety.

Data security

We take reasonable steps to protect your information from loss, misuse, or unauthorised access. Data is stored securely and only accessed by authorised personnel. Despite our efforts, no internet transmission is fully secure, so we encourage caution when sharing information online.

Your rights

You have rights under Australian privacy law, including:

• Requesting access to the personal data we hold about you.
• Correcting any inaccurate or outdated information.
• Requesting deletion or restriction of your data, subject to legal requirements.
• Withdrawing consent for certain uses at any time.

Cookies and tracking

We use cookies to support site functionality and improve your experience. Details are available in our Cookie Policy.

Read Cookie Policy Read Cookie Policy

Contact us

Contact us with questions or concerns about your privacy rights or this policy. We respond as promptly as possible.

Policy changes and updates

We may update this policy to reflect changes in law or our practices. Please review this page for the latest information.