What Information We Collect

We collect only the information needed to deliver, maintain, and improve our services. You always control what data you share.

• Personal details provided when you sign up, such as your name, email address, and contact information.
• Financial data you choose to connect, like account balances or transaction summaries, strictly for service provision.
• Technical details, including device, browser, and usage data collected to keep our platform running smoothly.
• Records of communications, including support requests or feedback, to improve our customer service.

How We Use Your Data

We use your data to deliver services, improve our platform, and communicate important updates relevant to your interests.

• Deliver the services you request, including account setup and financial planning features.
• Maintain and improve our platform, including performance, troubleshooting, and analytics.
• Communicate updates, feature changes, or important service information.
• Meet our legal obligations and ensure your data is handled in line with Australian regulations.

Legal Basis for Processing

We process your personal data only when necessary and always in line with Australian privacy laws.

Our legal grounds include service delivery, compliance with legal obligations, and legitimate interests like platform improvement. Where required, we obtain your consent before using certain data.

Data Sharing

We do not sell your personal data. Information is shared only as needed for service delivery or when legally required.

• Information is shared with Australian-based service providers who help us deliver secure, efficient platform features. These providers must comply with local privacy standards.
• We share data only when required by law or regulatory authorities, and only to the minimum extent necessary.
• Aggregated, non-identifiable information may be used for analytics, but cannot be linked back to you individually.

How We Protect Data

We use secure servers, Australian-standard encryption, and strict internal access controls to protect your data. Regular reviews of our systems help maintain safety and confidentiality. Only trained staff access your information, and only when needed for service delivery.

Your Rights

You have important rights as an Australian user. We empower you to review, update, or request deletion of your data—just contact us with your request.

• Request access to the personal data we hold about you, subject to verification and legal limits.
• Ask us to correct or update your information if it is inaccurate or incomplete.
• Request deletion of your data or restrict certain uses, unless retention is legally required.
• Withdraw consent to non-essential processing and lodge a complaint with the relevant authority if you have concerns.

Cookies and Tracking

Our site uses cookies for essential functions and to improve your experience. You can control non-essential cookies through your browser or our cookie settings page.

Cookie Policy details Cookie Policy details

Contact for Privacy

Contact our privacy officer if you need clarification on how we handle your data, want to access your information, or have a specific request about your privacy rights. We aim to resolve inquiries quickly and transparently.

Policy Changes

We may update this policy to reflect regulatory or technology changes. Check here for the latest version—significant updates will be communicated clearly.