Information We Collect

We collect information you provide directly to us when you inquire about our business planning services, schedule consultations, or engage with our team. This includes your name, email address, phone number, business details, and any specific requirements you share during our conversations.

When you visit our website, we automatically collect certain technical information including your IP address, browser type, device information, and pages you visit. This helps us understand how people use our site and improve the experience for everyone.

• Contact information you provide through forms or direct communication
• Business information shared during consultations or planning sessions
• Technical data from your website visits and interactions
• Communication records from emails, calls, and meetings
• Payment information when you engage our services
• Feedback and testimonials you choose to share

How We Use Your Information

Your information helps us deliver personalized business planning services that match your specific needs. We use it to prepare for consultations, develop customized strategies, and maintain ongoing communication about your projects.

We also analyze website usage patterns to improve our online resources and create more helpful content for business owners. This analysis never involves identifying individual users unless you've specifically requested follow-up contact.

Information Sharing and Disclosure

We don't sell, rent, or share your personal information with third parties for their marketing purposes. Your business information stays confidential and is only shared with trusted partners when necessary to deliver the services you've requested.

In some cases, we work with specialized consultants or software providers to deliver comprehensive business planning services. When this happens, we ensure these partners maintain the same privacy standards we do.

• Service providers who help deliver business planning tools and resources
• Professional advisors when specifically requested by you
• Legal authorities if required by Australian law
• Business transfer situations (with your notification)

Data Security and Protection

We implement multiple security measures to protect your information. Our systems use encryption for data transmission and storage, regular security updates, and restricted access controls. Only team members who need your information to serve you have access to it.

While we take security seriously and follow industry best practices, no system is completely foolproof. We continuously monitor and update our security measures to stay ahead of potential threats.

Your Rights Under Australian Privacy Law

Under Australian Privacy Principles, you have specific rights regarding your personal information. You can request access to the information we hold about you, ask for corrections if something's wrong, or request deletion of your data in certain circumstances.

• Access: Request a copy of the personal information we hold about you
• Correction: Ask us to fix any incorrect or outdated information
• Deletion: Request removal of your information in specific situations
• Portability: Receive your data in a commonly used format
• Complaints: Lodge a complaint with us or the Australian Privacy Commissioner

Cookies and Website Technology

Our website uses cookies to improve your browsing experience and provide personalized content. These small files help us remember your preferences and understand which parts of our site are most helpful to visitors.

You can control cookie settings through your browser, though some website features may not work properly if you disable them. We use both session cookies (which expire when you close your browser) and persistent cookies (which stay on your device for a set period).

Data Retention

We keep your information for as long as necessary to provide services and meet legal requirements. For active clients, this typically means maintaining records throughout our working relationship and for seven years afterward to comply with Australian business record requirements.

If you're a prospective client who doesn't engage our services, we'll typically retain your contact information for two years in case you decide to reach out again. You can request earlier deletion by contacting us directly.

International Data Transfers

Your information is primarily stored and processed within Australia. When we use international service providers for specific tools or platforms, we ensure they meet Australian privacy standards and have appropriate safeguards in place.

Any international transfers comply with Australian Privacy Principles and involve only reputable providers with strong privacy protections. We'll notify you if our data handling practices change significantly.

Changes to This Policy

We review and update this privacy policy regularly to reflect changes in our practices, technology, and legal requirements. When we make significant changes, we'll notify you through email or a prominent notice on our website.

Minor updates that don't affect how we handle your information may be made without specific notification, but we'll always update the "last modified" date at the bottom of this policy.