Privacy Policy

Privacy Policy

Build Wealth Today

1. Introduction

Build Wealth Today (“we”, “us”, “our”) is committed to protecting your personal information and complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

This Privacy Policy explains how we collect, use, disclose, and manage your personal information.

2. What Personal Information We Collect

We may collect personal information that is reasonably necessary to provide financial advice and mortgage broking services, including:

  • Full name
  • Contact details (email address, phone number, address)
  • Date of birth
  • Employment and income details
  • Financial information (assets, liabilities, expenses)
  • Identification documents (where required)
  • Information about your financial goals and objectives

We may also collect information when you:

  • Complete forms on our website
  • Contact us via phone, email, or online enquiry
  • Attend meetings or consultations

3. How We Collect Personal Information

We collect personal information in a number of ways, including:

  • Directly from you (e.g. forms, meetings, phone calls)
  • Through our website (including contact forms)
  • From third parties (with your consent), such as:
    • Lenders
    • Product providers
    • Accountants or legal advisers

4. Why We Collect and Use Your Information

We collect and use your personal information to:

  • Provide financial planning and wealth management services
  • Arrange and manage lending and mortgage broking services
  • Assess your financial situation and provide recommendations
  • Communicate with you about our services
  • Comply with legal and regulatory obligations
  • Improve our services and website experience

5. Disclosure of Personal Information

We may disclose your personal information to:

  • Financial product providers (e.g. super funds, insurers, investment platforms)
  • Banks and lenders
  • Professional advisers (e.g. accountants, solicitors)
  • Compliance and regulatory bodies (where required)
  • Service providers who assist with our operations (e.g. IT providers)

We only share information where it is necessary to provide our services or required by law.

6. Website and Cookies

Our website may collect general information such as:

  • IP address
  • Browser type
  • Pages visited
  • Time spent on our site

We may use cookies or similar technologies to improve your browsing experience. You can disable cookies via your browser settings.

7. Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

These measures include:

  • Secure digital systems
  • Restricted access to personal information
  • Use of secure platforms for client data

8. Access and Correction

You may request access to the personal information we hold about you and request corrections if it is inaccurate or incomplete.

To do so, please contact us using the details below.

9. Overseas Disclosure

In some cases, your personal information may be stored or accessed via secure cloud-based systems located overseas. Where this occurs, we take reasonable steps to ensure your information is handled in accordance with Australian privacy laws.

10. Complaints

If you have a complaint about how we handle your personal information, please contact us.

We will investigate and respond within a reasonable timeframe.

If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC):

👉 www.oaic.gov.au

11. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

12. Contact Us

If you have any questions about this Privacy Policy or your personal information, please contact:

Build Wealth Today
Email: [Insert Email]
Phone: [Insert Phone Number]
Address: [Insert Business Address]