We may collect personal information that is reasonably necessary to provide our services, including your name, contact details, and information relevant to your financial circumstances. Information is collected directly from you unless it is unreasonable or impractical to do so.

Personal information is used to respond to enquiries, provide financial planning services, meet legal and regulatory obligations, and communicate with you where appropriate. Information is only used for purposes related to the services we provide.

We do not sell personal information. Your information may be disclosed to third parties where required to provide our services, comply with legal obligations, or where you have provided consent. This may include professional partners or service providers.

We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification, or disclosure. Personal information is retained only for as long as necessary to fulfil its purpose or as required by law.

You may request access to the personal information we hold about you and request corrections if the information is inaccurate, incomplete, or out of date. Requests can be made by contacting us directly.

If you submit information through our website, we will only use that information to respond to your enquiry or provide requested information. Online communications may be monitored for security and operational purposes.

If you have a concern about how your personal information has been handled, or wish to make a privacy-related enquiry or complaint, please contact us. We will respond to all enquiries in a timely manner.