Privacy policy overview

Your privacy is important to us. This policy explains how we collect, use, and protect your personal information when you use our subscription service.

Information we collect

We collect only the information necessary to provide our service and communicate with you effectively.

• Personal details such as name, email address, and phone number provided via forms or contact channels.
• Information about your subscription preferences and communication history with our team.
• Usage data from our website, such as pages visited and time spent, to improve our service.
• Any information you voluntarily share for consultation or support purposes.

How your information is used

Your data is used to provide, maintain, and improve our subscription service.

• To communicate with you about your subscription and respond to enquiries.
• To deliver our financial planning service and schedule consultations.
• To maintain records and comply with applicable Australian regulations.
• To analyse site usage and improve our website experience.

Legal basis for processing

We process your data in compliance with Australian privacy laws and only as necessary to deliver our service.

Processing is based on your consent, service delivery, or legal obligations under Australian law.

Information sharing

We do not sell your information. Limited sharing occurs only as required for service delivery or legal reasons.

• Data may be shared with trusted service providers who assist in operating our site or delivering services.
• Information may be disclosed when required by law, regulation, or court order.
• All third parties must adhere to strict confidentiality and data protection standards.

Data security

We implement technical and organisational measures to safeguard your personal data against unauthorised access, loss, or misuse. All information is stored securely and access is limited to authorised personnel only. Regular reviews are conducted to maintain compliance with Australian standards.

Your rights

You have rights regarding your personal data under Australian law.

• Request access to your personal information held by us.
• Request correction or deletion of your personal data when appropriate.
• Object to or restrict processing of your information under certain circumstances.
• Withdraw consent at any time, subject to legal or contractual obligations.

Use of cookies

Cookies enhance your experience on our site. For more details about cookies and your options, please see our cookie policy.

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How to contact us

If you have questions or want to exercise your privacy rights, please contact our team. We are committed to resolving any concerns.

Updates to this policy

We may update our privacy policy as needed. Changes will be posted here with the latest effective date.