Privacy Policy

1. Information We Collect

When you use our consultation request form, we collect the following personal information:

• Full Name: To identify and address you personally during consultations
• Phone Number: To contact you regarding your retirement planning consultation
• Email Address: To send you consultation details, follow-up information, and relevant updates
• Age Range: To provide age-appropriate retirement planning advice and strategies

2. How We Use Your Information

We use your personal information for the following purposes:

• To contact you and schedule your free retirement planning consultation
• To provide personalized retirement planning advice and recommendations
• To send you relevant information about retirement planning strategies and services
• To improve our services and understand our clients' needs better
• To comply with legal and regulatory requirements

3. Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except in the following circumstances:

• When required by law or legal process
• To protect our rights, property, or safety, or that of our users or others
• With trusted service providers who assist us in operating our website and conducting our business, provided they agree to keep your information confidential

4. Data Storage and Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Your information is stored on secure servers and is only accessible by authorized personnel who need it to provide our services.

5. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. You may request the deletion of your personal information at any time by contacting us using the information provided below.

6. Your Rights

Under Australian privacy laws, you have the right to:

• Access the personal information we hold about you
• Request correction of any inaccurate or incomplete information
• Request deletion of your personal information
• Withdraw your consent for marketing communications at any time
• Lodge a complaint with the Office of the Australian Information Commissioner (OAIC)

7. Cookies and Website Analytics

Our website may use cookies and similar technologies to enhance your browsing experience and analyze website traffic. You can control cookie settings through your browser preferences.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this Privacy Policy periodically.

9. Contact Information

If you have any questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: