Privacy Policy

1. What we collect

We collect information you give us through enquiry forms, consultation bookings and newsletter sign-ups: your name, email address, phone number, the service you're interested in, preferred contact time and any message you write.

If you engage us for advice, we may also collect financial information such as income, assets, liabilities, tax file numbers and superannuation details, which are required to provide the service.

2. How we collect it

Directly from you — through this website, by phone, by email or in a meeting. Where you authorise it, we may also collect information from third parties such as lenders, accountants, solicitors and valuers.

3. Why we use it

To respond to your enquiry, provide the services you ask for, assess credit and lending options, prepare tax and accounting work, meet legal and regulatory obligations, and — only with your consent — send you updates.

4. Marketing consent

You opt in separately when you subscribe to our newsletter. Every marketing email includes an unsubscribe link, and you can withdraw consent at any time by contacting us. Withdrawing consent does not affect the services you've engaged us for.

5. Disclosure

We disclose information to lenders, aggregators, auditors, software providers and professional advisers where it is necessary to deliver the service, and to regulators where required by law. We do not sell personal information.

6. Storage and security

Information is held in access-controlled systems with encryption in transit. Access is limited to team members who need it to do their work. We retain records for the period required by law and our professional obligations.

7. Access and correction

You can ask to see the personal information we hold about you, and ask us to correct anything inaccurate. Contact our Privacy Officer and we will respond within a reasonable period.

8. Cookies and analytics

This site may use cookies for basic functionality and aggregated analytics. If analytics or advertising tools are added, a consent banner and updated policy will be required before they are enabled.

9. Complaints and contact

If you have a privacy concern, contact our Privacy Officer in the first instance. If the matter is not resolved, you may contact the Office of the Australian Information Commissioner.