Privacy

Information you provide

When you submit a contact, newsletter, Financial Dream Map or assessment review form, we collect the details you provide, the page where the submission began, consent records and any campaign attribution parameters. Dream Map responses may include broad financial ranges, household context and personal priorities. The Financial RISE Assessment shows a snapshot in your browser; its answers are sent to us only if you request a review. Please do not send account numbers, policy numbers, financial documents or exact asset records through these forms.

How we use your email address

We may email you to respond to your enquiry, provide a requested assessment review or deliver information you specifically ask for. If you separately select an optional email consent checkbox or sign up for updates, we may also send occasional financial insights and firm updates. You can withdraw that marketing consent using the unsubscribe method in those messages or by contacting us through the site. Submitting an enquiry alone does not subscribe you to marketing emails.

Cookies, storage and analytics

We use local browser storage to remember whether you chose essential use only or allowed optional analytics. With your permission, we record limited site activity such as page visits, interactions and campaign attribution. We do not send private questionnaire answers or form contents to analytics. Essential site functions, including forms, remain available if you decline optional analytics. You can change your choice using the Privacy choices control on the site.

Retention and choices

We retain submitted information for the purpose for which it was collected and applicable business or legal obligations. You may request access, correction or deletion of information you submitted through the contact form. We may need to retain some records where required for those obligations.