When you engage with our budget optimization services, we collect information that helps us provide personalized financial guidance. This includes personal details you share during consultations, financial data necessary for budget analysis, and usage information from our digital platforms.
Types of Data Collected
- Contact information including name, email, phone number, and postal address
- Financial information relevant to budget planning and optimization
- Communication preferences and consultation history
- Website usage data and interaction patterns
- Device information and technical specifications when accessing our services
We only collect information that's necessary for delivering effective budget optimization services. Personal financial data is handled with extra care and stored according to Australian privacy standards.