Privacy Policy for Wealthcraft Financial Coaching Services

1.    Privacy Policy

This Privacy Policy outlines the approach Wealthcraft Financial Coaching Services (“we”, “us”, or “our”) takes to collecting, using, disclosing, and safeguarding your personal information throughout your engagement with our financial coaching services. We are committed to protecting your privacy and complying with the Australian Privacy Act 1988 (Cth).

2.    Collection of Personal Information

Wealthcraft Financial Coaching Services may collect personal information necessary to deliver effective financial coaching. This can include, but is not limited to, your name, contact details, financial data, and other relevant details. Such information is obtained directly from you through consultations, completion of forms, and digital communications.

3.    Use of Personal Information

Your personal information is used solely for the purpose of providing financial coaching services. This involves evaluating your financial situation, offering personalised recommendations, and keeping in touch regarding appointments and updates. We may also use your information to improve our services and ensure compliance with legal requirements.

Additionally, Wealthcraft may use aggregated, non-personal data—such as financial behaviours, attitudes towards debt or savings, general goals, session attendance, and group feedback from workshops—for academic research or publication. All data will be anonymised, and clients may request that their information not be included.

4.    Disclosure of Personal Information

Your personal information will not be shared with third parties unless required by law or with your explicit consent. If a referral to another professional is suggested, we will seek your permission before providing any details.

5.    Data Security

We take appropriate measures to protect your information from unauthorised access, disclosure, alteration, or destruction. All electronic records are securely stored, and physical documents are kept in locked facilities.

6.    Access and Correction

You are entitled to access and request corrections to the personal information we hold about you. To make such requests, please contact us at www.wealthcraftfinancialcoaching.com. We will respond promptly in accordance with relevant legal requirements.

7.    Contact Us

If you have any questions about this Privacy Policy or how your information is managed, please contact us at www.wealthcraftfinancialcoaching.com.

This policy is effective from 05/01/2026 and may be updated periodically. Any changes will be published on our website and communicated to clients as appropriate.