Privacy Policy
1. Overview
We respect your privacy and aim to handle personal information responsibly. This Privacy Policy explains what information we may collect, how it may be used, and the choices available when you interact with our website.
2. Information We Collect
We may collect information you voluntarily provide, including your full name, email address, phone number, date of birth, enquiries, and newsletter preferences. We may also collect limited technical information when you use our website.
3. Financial Information
If you request financial-related services, you may choose to provide information concerning your financial circumstances. We collect only information reasonably necessary for the relevant enquiry, service, communication, or other stated purpose.
4. How We Use Information
Information may be used to respond to enquiries, provide requested services, communicate relevant updates, maintain website functionality, improve content, and meet applicable legal or regulatory requirements where such obligations apply.
5. Newsletter Communications
If you subscribe to our newsletter, we may use the information provided to deliver financial education, market information, planning resources, and other relevant communications in accordance with your stated preferences.
6. Cookies and Technical Data
Our website may use cookies and similar technologies to support essential functionality, understand general website usage, and improve performance. Your browser settings may allow you to manage or restrict certain cookie technologies.
7. Information Sharing
We do not sell personal information. Information may be shared with service providers supporting website operations, communications, security, or requested services, where appropriate and subject to applicable confidentiality and legal requirements.
8. Data Security and Retention
We use reasonable administrative, technical, and organisational measures designed to protect personal information. Information is retained only for as long as reasonably necessary for legitimate business, legal, regulatory, or operational purposes.
9. Your Privacy Choices
Depending on applicable law, you may have rights concerning access, correction, deletion, restriction, or other handling of your personal information. Requests can be submitted through the contact details provided on our website.
10. Policy Updates
We may update this Privacy Policy periodically to reflect changes in our services, website practices, technology, or legal requirements. The revised policy will be posted on this page with its updated effective date.