Information We Collect

• Contact form: If you use the contact form on this website, we collect the following fields: Name, Email, and Message.

• JotForm surveys: We link to and use JotForm to collect information about how you feel about retirement to generate a report. These surveys do not collect other personal details.

How We Use Your Information

• To respond to inquiries submitted via the contact form.

• To create personalised retirement reports based on responses provided in JotForm surveys.

• To improve our services and website content based on aggregated, non-identifying survey results.

• To comply with legal obligations.

Data Sharing and Third Parties

• JotForm: Survey data collected through JotForm is processed and stored by JotForm according to their terms and policies. We do not control JotForm’s practices; please review JotForm’s privacy information when submitting survey responses.

• Service providers: We may share data with trusted service providers (e.g., hosting, email delivery) who perform services on our behalf and are obligated to protect your information.

• Legal requirements: We may disclose information if required by law or to protect our rights.

Data Retention

We retain contact form submissions and JotForm survey responses for as long as necessary to fulfill the purposes described above, to comply with legal obligations, or as otherwise permitted. If you would like your information deleted sooner, see “Your Choices” below.

Security

We take reasonable administrative, technical, and physical measures to protect personal information from unauthorised access, disclosure, alteration, and destruction. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

Your Choices

• Access and correction: If you believe any information we hold about you is incorrect, contact us to request access or correction.

• Deletion: You may request deletion of your contact form entries or survey responses. Note that deletion may prevent us from providing services tied to that data.

• Opt-out: If you no longer wish to receive communications from us, follow the unsubscribe instructions in any messaging or contact us to opt out.

Changes to This Policy

We may update this Privacy Policy occasionally. We will post the revised policy on this website with an updated effective date.

Contact

For questions, requests to access, correct, or delete your information, or other privacy concerns, contact us using the website contact form or the contact details provided on the site.

Effective date: July 13, 2026