Privacy Policy

We collect information you provide directly during consultation bookings, service inquiries, and website interactions. This includes:

• Contact information such as name, email address, phone number, and postal address
• Financial information discussed during consultations for analytical review purposes
• Communication records including consultation notes, emails, and service correspondence
• Technical information such as IP address, browser type, and website usage patterns

We use collected information to provide and improve our consultation services, including:

• Scheduling and conducting financial planning consultation sessions
• Providing analytical reviews and discussing planning approaches relevant to your situation
• Communicating about services, updates, and responding to your inquiries
• Improving our website functionality and service delivery based on usage patterns

We process your personal information based on the following legal foundations:

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

We do not sell your personal information. We may share information in limited circumstances:

• With service providers who assist in delivering our consultation services under confidentiality agreements
• When required by law, legal process, or regulatory authorities in Australia
• To protect our rights, property, or safety, or that of our clients or others

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Depending on your location, you may have certain rights regarding your personal information:

• Access to personal information we hold about you
• Correction of inaccurate or incomplete personal information
• Deletion of personal information in certain circumstances
• Restriction of processing or objection to certain uses of your information
• Data portability where technically feasible and legally required

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

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

We retain personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Consultation records are typically retained for seven years in accordance with Australian financial services regulations.

For questions about this Privacy Policy or our data practices, please contact us: