Privacy Policy for subscribers

This policy outlines how we collect, use, and protect your information when you subscribe to our financial planning service. Your privacy is important to us.

Information collected

We collect information necessary to deliver our planning services and maintain your account.

• Contact details such as name, email, phone number, and mailing address.
• Information about your subscription preferences and payment method.
• Records of communications, including consultation notes and support requests.
• Technical data like browser type, device, and IP address for security and analytics.

How we use your information

Your data is used to deliver our subscription service and improve user experience.

• To manage your subscription and provide planning consultations.
• To communicate updates, confirmations, or important notices.
• To respond to support requests or feedback you submit.
• To analyze usage patterns and enhance website performance.

Legal basis for processing

We comply with Australian privacy laws and process your data lawfully.

Consent is obtained when you subscribe. We may also process data as required to fulfil our services or comply with legal obligations.

Sharing information

Your data is kept confidential except as required to deliver our service or meet legal requirements.

• Service providers may access data only to help deliver our services and must maintain confidentiality.
• Data may be disclosed if required by law, regulation, or court order.
• We do not sell or trade your information for marketing purposes to third parties.

Data security

We use industry-standard safeguards to protect your data. Access is restricted to authorized personnel only. Despite these measures, no method of transmission is completely secure.

Your rights

You have rights regarding your personal information under Australian law.

• Request access to your personal data and correction of inaccuracies.
• Withdraw consent for processing, subject to legal or contractual limitations.
• Request deletion of your data where permitted by law.
• Complain to the relevant privacy authority if you feel your rights are breached.

Cookies and tracking

We use cookies and analytics tools to enhance your website experience. You can manage cookie settings in your browser at any time.

Read our cookie policy Read our cookie policy

Contact our privacy team

For privacy concerns or requests related to your data, contact us using the details below.

Changes to this policy

We may update our privacy policy. Please check this page regularly for any changes.