Privacy Policy

Information We Collect

We collect information that you provide directly to us and information that is automatically collected when you use our services.

• Personal identification information including name, email address, phone number, and mailing address
• Financial information necessary for coaching services, including investment goals and risk tolerance
• Usage data and website analytics to improve our services and user experience

How We Use Your Information

We use the information we collect for various purposes related to providing and improving our financial coaching services.

• To provide personalized financial coaching and educational services
• To communicate with you about our services, updates, and relevant financial information
• To analyze and improve our website functionality and service offerings

Data Protection and Security

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

Your Rights and Choices

Under Australian Privacy Principles, you have certain rights regarding your personal information.

• Right to access and review the personal information we hold about you
• Right to request correction of inaccurate or incomplete information
• Right to request deletion of your personal information in certain circumstances

Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties except as described in this policy. We may share information with trusted service providers who assist us in operating our website and conducting our business, provided they agree to keep this information confidential.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. When information is no longer needed, we securely delete or anonymize it according to our data retention schedule.