Privacy Policy

Information We Collect

We collect information necessary to provide effective financial planning consultations and investment advisory services:

• Personal identification information including name, address, email, and phone number for consultation scheduling
• Financial information such as investment goals, risk tolerance, and asset details for portfolio analysis
• Website usage data to improve our financial planning resources and consultation process

How We Use Your Information

Your information is used exclusively to provide and improve our financial consultation services:

• Deliver personalized investment strategies and portfolio management recommendations
• Communicate about your financial planning goals and consultation appointments
• Improve our wealth building strategies and diversification techniques based on client feedback

Data Protection and Security

We implement robust security measures to protect your financial information. All data is encrypted during transmission and stored securely in compliance with Australian privacy legislation. Access to your information is restricted to authorized personnel only.

Cookies and Tracking

Our website uses cookies to enhance your experience and analyze usage patterns. These help us improve our financial planning resources and consultation booking process.

You can control cookie preferences through your browser settings or our cookie management tool.

Third-Party Services

We may use reputable third-party services for analytics, payment processing, and consultation scheduling. These providers are bound by strict confidentiality agreements and comply with Australian privacy standards.

Your Privacy Rights

Under Australian privacy law, you have several rights regarding your personal information:

• Access and review the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information subject to legal requirements
• Withdraw consent for marketing communications at any time

Contact Information

For privacy-related inquiries or to exercise your rights, contact us at:

Policy Updates

This Privacy Policy may be updated periodically to reflect changes in our practices or legal requirements. We will notify users of significant changes through our website or direct communication.