Privacy Policy

Introduction

This privacy policy explains how we collect, use, and protect your personal information when you use our financial coaching services.

Information We Collect

We collect information you provide directly and information about how you use our services:

• Personal details (name, email, phone number, address)
• Financial information (investment goals, risk tolerance, assets)
• Usage data (website interactions, session recordings)
• Device information (IP address, browser type, operating system)

How We Use Your Information

We use your information for the following purposes:

• Providing personalized financial coaching services
• Communicating about your coaching sessions and progress
• Improving our services and website functionality
• Complying with legal and regulatory requirements

Legal Basis for Processing

We process your personal data based on your consent, our legitimate business interests, and legal obligations under Australian privacy law. We process your data on the basis of consent for coaching services and legitimate interest for service improvement.

Data Sharing and Disclosure

We may share your information in the following circumstances:

• With service providers who help us deliver our services
• When required by law or legal process
• To protect our rights, property, or safety

Data Security

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

Your Rights

You have the following rights regarding your personal information:

• Access to your personal data
• Correction of inaccurate information
• Deletion of your personal data
• Restriction of processing
• Data portability

Cookies and Tracking

We use cookies and similar technologies to enhance your experience on our website. Please see our Cookie Policy for detailed information.

For more information about cookies, please visit our Cookie Policy.

Data Retention

We retain your personal information only for as long as necessary to provide our services and comply with legal obligations.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the updated policy on our website.

Contact Us

If you have questions about this privacy policy or our data practices, please contact us using the information below.