Privacy Policy

This website and the Taylored Wealth Planning Software are operated by Taylored Property Wealth, an Australian business. We handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

• →Contact details you give us — name, email address and phone number when you request a free trial, purchase the software, or contact us.
• →Purchase information — the products you buy, order amounts, GST and billing details.
• →Payment information — card details are entered directly into Stripe's secure checkout. We never see or store your full card number.
• →Portfolio data you enter into the software — property, loan, income and projection inputs you choose to model.
• →Technical and usage data — IP address, browser type, device, referring page, and which pages you view.

• →To provide access to the software, your trial, and your 1:1 implementation session.
• →To process payments, issue tax invoices and administer refunds under our guarantee.
• →To provide support and respond to your enquiries.
• →To send you service updates and, where permitted, marketing about our products. You can unsubscribe at any time.
• →To measure and improve the performance of our website and advertising.

We use cookies and similar technologies to operate the site and understand how it is used. We also use the Meta (Facebook) Pixel, which sets cookies and sends event data such as page views to Meta Platforms so we can measure and optimise our advertising and build audiences.

You can control cookies through your browser settings, and manage ad personalisation through your Facebook and Instagram ad preferences. Blocking cookies may affect how parts of this site work.

We share personal information only with service providers who help us run the business, including:

• →Stripe — payment processing and fraud prevention.
• →Our hosting and database providers — website delivery and secure data storage.
• →Meta Platforms — advertising measurement, as described above.
• →Email and CRM providers — delivering your access details and communications.

Some of these providers store or process data overseas, including in the United States and the European Union. We take reasonable steps to ensure they handle your information consistently with the Australian Privacy Principles. We do not sell your personal information.

Your data is stored on access-controlled infrastructure and transmitted over encrypted connections. We keep personal information only for as long as we need it for the purposes above, or as required by Australian tax and record-keeping laws (generally at least five years for transaction records), then delete or de-identify it.

You can ask us to access, correct or delete the personal information we hold about you, or to stop sending you marketing, by emailing info@tayloredpropertywealth.com.au. We will respond within a reasonable time, usually within 30 days. Some information may need to be retained where the law requires it.

If you believe we have mishandled your personal information, contact us first and we will investigate. If you are not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner at oaic.gov.au.

We may update this policy from time to time. The current version will always be published on this page with its update date.