Privacy Policy

Personal Information

We collect information you provide directly to us, including:

• Name, email address, phone number, and mailing address
• Financial information relevant to your planning goals
• Communication preferences and consultation history
• Feedback and correspondence you send to us

Your personal information helps us provide better financial planning services:

• Delivering personalized consultations and analytical reviews
• Communicating about your account and our services
• Improving our services based on your feedback and needs
• Complying with legal and regulatory requirements

We process your personal information based on:

We process your data on the basis of consent and legitimate interest.: Consent / Legitimate Interest

We only share your information in specific circumstances:

• With your explicit consent for specific purposes
• To comply with legal obligations or court orders
• With trusted service providers who assist our operations

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Under Australian privacy law, you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information in certain circumstances
• Receive a copy of your information in a portable format
• Object to certain types of processing

We use cookies and similar technologies to enhance your website experience and analyze how our services are used.

For detailed information, please see our Cookie Policy.

If you have questions about this privacy policy or how we handle your information:

We may update this privacy policy periodically. We'll notify you of significant changes by email or through our website.