Privacy Policy for Subscribers

We respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data when you use our subscription-based financial planning service in Australia.

Information We Collect

We collect personal data to provide and improve our services, as well as to comply with legal obligations.

• Contact details, such as your name, email address, phone number, and mailing address, when you sign up or communicate with us.
• Service usage information, including communication preferences and interactions with advisors, to help us better tailor our support.
• Payment information, such as billing details necessary to process your subscription fee securely and in accordance with regulations.
• Technical data, including device type, browser, IP address, and cookies, to ensure secure and efficient website access.

How We Use Your Information

Your information is used solely to deliver, improve, and support our subscription service.

• To provide ongoing financial planning, support, and communication as part of your subscription.
• To process payments and manage your account securely.
• To respond to your enquiries, feedback, or requests for support regarding your subscription.
• To comply with legal, regulatory, and contractual obligations as required in Australia.

Legal Basis for Processing

We process your data based on consent, contractual necessity, and legal obligations.

We only collect and use your data when there is a lawful reason to do so, including where you have provided consent, where it is necessary to deliver our service, or where required by law.

Sharing Information

We do not sell your information. Data may be shared only as outlined below.

• With service providers who assist in delivering subscription features, such as payment processors and IT support, under strict confidentiality agreements.
• Where required by Australian law, regulation, or court order, we may share your information with authorities.
• In connection with business transfers or restructuring, only if legally permitted and with appropriate safeguards in place.

Data Security

We use industry-standard security measures to protect your information against loss, misuse, or unauthorised access. While no system is completely secure, we regularly review and update our practices to ensure your data is as safe as possible. Access to your information is restricted to authorized personnel only.

Your Rights

You have rights regarding your personal information under Australian law.

• Request access to or a copy of your personal data held by us.
• Request correction or update of your personal information if it is inaccurate.
• Request deletion of data, subject to legal or contractual obligations requiring retention.
• Withdraw consent to processing your data, where applicable, at any time.

Cookies and Tracking

We use cookies to enhance your experience, remember preferences, and analyse website usage. You may adjust your browser settings to manage or disable cookies, though some features may be affected.

Read Cookie Policy Read Cookie Policy

Contact Us

If you have questions about this Privacy Policy or your rights, please contact us for further details or assistance.

Changes to This Policy

We may update our Privacy Policy as needed. Any changes will be posted on this page with an updated effective date.