Effective Date: 23 October 2025
Plan for Wealth (“we,” “us,” or “our”), ABN: 43732137288, is committed to protecting the privacy of your personal information. This Privacy Policy outlines how we collect, use, store, disclose, and protect your personal information in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth).
This policy applies to information collected through our website, planforwealth.com.au (the “Site”), and through any other interactions you may have with us (e.g., via email, phone, or in-person consultations).
We may collect and hold personal information that is reasonably necessary for our business functions and activities. The types of personal information we may collect include:
Identifying Information: Your name, email address, phone number, and physical address.
Enquiry Information: Information you provide when you “Book a Call” or contact us, which may include details about your financial situation, property goals, business, or migration status.
Technical & Usage Data: Information collected automatically when you use our Site, such as your IP address, browser type, operating system, and browsing behaviour (e.g., pages visited, time spent on site). This is typically collected via cookies.
We will only collect sensitive information (e.g., related to your finances or migration) with your explicit consent and where it is necessary to provide our services to you.
We collect personal information in the following ways:
Directly from You: When you voluntarily provide it to us by filling out a form on our Site, booking a call, sending us an email, or calling us.
Automatically (Cookies): When you browse our Site, we may use cookies and similar tracking technologies (like Google Analytics) to collect technical and usage data to help us improve our Site and services. You can manage or disable cookies through your browser settings.
We use your personal information for the following purposes:
To Provide Services: To respond to your enquiries, schedule consultations, and provide you with our strategy coaching and consulting services.
Communication: To contact you regarding your enquiries or our services.
Service Improvement: To understand how our services and Site are being used, allowing us to improve user experience and our service offerings.
Marketing: To send you informational or promotional material about our services that we believe may be of interest to you. You will always have the option to opt-out of receiving such communications.
Legal & Compliance: To comply with our legal and regulatory obligations (e.g., record-keeping).
We do not sell or trade your personal information. We will only disclose your information to third parties in the following circumstances:
With Your Consent: We may share your information with licensed professionals (e.g., mortgage brokers, migration agents, financial advisors) to facilitate a referral only after obtaining your express consent to do so.
Third-Party Service Providers: We may share information with third parties who provide services on our behalf, such as IT hosting, CRM systems, and marketing platforms. These providers are contractually bound to protect your information and use it only for the services we have engaged them for.
Legal Requirements: We may disclose your information if required to do so by law, court order, or a government or regulatory authority.
Our services (such as “Africa Market Entry”) may involve sharing information with parties outside of Australia. We will only transfer your personal information overseas with your consent and after taking reasonable steps to ensure that the overseas recipient will handle the information in a manner consistent with the Australian Privacy Principles.
We take reasonable administrative, technical, and physical steps to protect the personal information we hold from misuse, interference, loss, unauthorised access, modification, or disclosure. We store information in secure electronic databases and, where necessary, in secure physical files. However, no method of transmission over the internet or electronic storage is 100% secure.
We will retain your personal information only for as long as is necessary for the purposes set out in this policy, or as required by law.
You have the right to request access to the personal information we hold about you. You also have the right to request that we correct any information that is inaccurate, out-of-date, incomplete, or misleading.
To make a request, please contact us using the details below. We will respond to your request within a reasonable timeframe. We may need to verify your identity before granting access or making corrections.
If you believe we have breached the Australian Privacy Principles or have a complaint about how we have handled your personal information, please contact us at the details below. Please provide as much detail as possible so we can investigate your complaint.
We will acknowledge your complaint promptly and investigate it. If you are not satisfied with our response, you have the right to lodge a complaint with the Office of the Australian Information Commissioner (OAIC).
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
If you have any questions, concerns, or complaints regarding this Privacy Policy or our privacy practices, please contact our Privacy Officer:
Plan for Wealth Email: Info@planforwealth.com.au
Phone: 0406 754 553
Address: 1st Floor 2G Auburn Road Auburn NSW 2144
