Privacy Policy

Get In Touch

Last updated: 6th August 2025

At Your Wellth, your privacy is important to us. We are committed to protecting the personal and financial information you share with us and handling it in accordance with the Australian Privacy Principles (APPs) as outlined in the Privacy Act 1988 (Cth).

1. What Information We Collect

We may collect personal information such as:

  • Your name, address, phone number, and email

  • Date of birth and identification documents

  • Financial details including income, expenses, assets, liabilities

  • Superannuation, insurance, and investment information

  • Employment details and financial goals

We only collect the information necessary to provide you with financial advice and services.

2. How We Collect Your Information

We may collect your personal information when you:

  • Submit an enquiry via our website

  • Attend one of our workshops or consultations

  • Provide information during phone, video, or in-person meetings

  • Subscribe to our emails or request resources

We may also receive information from third parties with your consent (e.g. accountants, mortgage brokers, or superannuation providers).

3. Why We Collect Your Information

We collect your information in order to:

  • Provide you with tailored financial advice and services

  • Understand your financial situation and goals

  • Comply with legal and regulatory obligations

  • Communicate with you about your plan, our services, or upcoming workshops

4. How We Protect Your Information

We store your information securely using password-protected systems and limit access to authorised personnel only. We take reasonable steps to protect your information from misuse, interference, loss, unauthorised access, modification, or disclosure.

5. Disclosure of Your Information

We do not sell or trade your information. We may disclose your personal information to:

  • Third-party service providers who assist us in delivering our services (e.g. software platforms or IT support)

  • Regulators or government bodies when legally required

  • Your other authorised representatives (e.g. accountant, solicitor), only with your consent

All third parties are required to keep your information confidential.

6. Accessing and Updating Your Information

You have the right to request access to the personal information we hold about you and to request corrections if the information is inaccurate or outdated. Please contact us at the details below to make a request.

7. Website and Cookies

When you visit our website, we may collect non-identifying information such as browser type, device, pages visited, and time spent on the site using cookies or similar tools. This helps us improve your experience and understand how our site is used.

You can choose to disable cookies via your browser settings.

8. Contact Us

If you have any questions or concerns about your privacy or our privacy policy, please contact us at:

Your Wellth
Email: hello@yourwellth.com.au
Phone: 08 8164 5484
Website: www.yourwellth.com.au

9. Complaints

If you believe we have breached your privacy rights, please contact us. If you’re not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.