How we look after
your information.

What we collect

When you write to us, book a call or join our lessons by email, we collect your name and email address, your mobile number when you give it or a form has a place for it, and anything you tell us in your message.

When you engage us, we collect the information we need to model your position. That can include your income, your super, your loans, the properties you own or are looking at, your tax position and your goals. Most of it comes from you, or from documents you give us. We collect it from someone else, such as your accountant or broker, only with your agreement.

Why we collect it

We use your information to reply to you, to send the lessons you signed up for, to prepare the work you engage us for, and to keep your accountant, solicitor, broker and builder in step when you tell us to. We do not sell your information, and we do not use it for anything unrelated to the reason you gave it to us.

How we use artificial intelligence

We use artificial intelligence tools in our work. With your agreement at the start of a meeting, we may record and transcribe our conversation, so we capture accurately what you tell us. You can tell us not to record a meeting at any time.

We also use AI tools to help us organise your information and prepare documents for you. Every document is checked by a member of our team before it reaches you, and no decision about you is made by AI alone.

Who we share it with

We share your information with other professionals, such as your accountant, solicitor, broker or lender, only when you tell us to or agree to it.

With your consent, we share information with Home Buyers Club (MRD Finance Pty Ltd), and it shares with us, so you only tell us once. You can withdraw that consent at any time.

We also use service providers to run our business, including email, cloud storage, scheduling, video calls, website security and AI tools. They handle your information on our behalf, under obligations to keep it secure and confidential, and only for the service they provide to us.

Information held outside Australia

Some of these service providers store or process information outside Australia, including in the United States. We choose providers that protect information to a standard consistent with the Australian Privacy Principles.

Keeping it secure

We keep your information in secure, access-controlled systems, and only the people who need it to do our work can see it. We keep it only as long as we need it for our work with you and to meet our legal obligations, then we delete or de-identify it.

When you engage us, you send your documents through a private Google Drive folder that we share only with you. It is held in our Google Workspace account.

Lessons by email

Every lesson email has a link to unsubscribe. You can leave whenever you like, and we will stop sending them.

Our website

Our contact forms use a security check to keep out automated spam, which may use a cookie. You can turn cookies off in your browser, though some parts of the site may not then work as they should.

We count visits to each page with Cloudflare Web Analytics, which sets no cookies and does not identify you. When you book the first conversation, the booking panel on that page comes from Calendly, our scheduling service, which may set its own cookies.

Videos on this site play from our own server, and no video loads until you press play.

Seeing or correcting your information

To see the personal information we hold about you, or to correct it, contact us at any time. We will respond within 30 days.

Questions and complaints

If you have a question or a concern about how we have handled your information, contact us on 1300 883 854 or through our Contact page, and we will respond within 30 days. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner at oaic.gov.au.