Privacy Notice

Information We Collect

When you complete the Financial Exposure Review, we may collect:

• Contact details — your name, email address, and mobile number, submitted at the gateway step before your results are sent.
• Financial information you choose to enter — income, essential expenses, financial obligations, existing protection and coverage amounts, and retirement savings, used only to calculate your review.
• Household and dependency information — your role in your household's finances, number of dependents, and whether anyone beyond your immediate household (such as aging parents or a business partner) depends on you financially. This is used only to identify funding gaps worth discussing — never to assess estate, tax, or succession matters.
• Basic technical information — browser type and device, collected automatically to keep the review working properly.

For any figure you'd rather not share, the review lets you say so directly ("Not sure" or "Prefer not to say") — nothing is collected without your input.

How We Use Your Information

• To calculate and deliver your personalized Financial Exposure Review.
• To follow up with you by email, phone, or text — to confirm you received your review and see whether a conversation with Jobette would help. We disclose this plainly: we may follow up briefly, and this is not a promise of "no calls."
• To send occasional financial planning insights by email, only if you separately opt in to that at the gateway step.
• To improve the accuracy and usefulness of the review over time.

We do not sell your personal information. Your review answers and contact details are used only for the purposes above and are not shared with anyone outside this practice without your consent, except where required by law.

Legal Basis and Consent

We process your personal data based on the consent you give when submitting the Financial Exposure Review — a separate, required checkbox from any marketing-email opt-in. You may withdraw consent at any time, without affecting the lawfulness of processing carried out before withdrawal.

How We Store and Protect Your Information

Your in-progress answers may be stored locally in your browser so you can resume where you left off. Once you submit your contact details, your information is stored on secure systems used by this practice. We take reasonable technical and organizational measures to protect it from unauthorized access, loss, or misuse.

Data Sharing

Your personal data is not sold or shared with third parties for marketing purposes. It may only be disclosed to service providers who help operate this review (such as hosting and email delivery) under confidentiality obligations, or when required by law or a valid legal order.

Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes described above, or as required by applicable law, after which it is securely deleted or anonymized.

Your Rights

Under the Data Privacy Act, you have the right to:

• Be informed that your personal data will be processed.
• Access the personal data we hold about you.
• Correct any inaccurate or outdated personal data.
• Object to or withdraw consent for processing.
• Request the erasure or blocking of your personal data, subject to legal requirements.
• Be indemnified for damages sustained due to inaccurate, incomplete, or unlawfully obtained personal data.

What This Review Is — and Isn't

The Financial Exposure Review is an educational tool that gives you a structured, personalized snapshot of your financial position based on the information you provide. It is not a financial plan, insurance quotation, tax or legal advice, or a guarantee of coverage, pricing, or eligibility. Submitting the review does not, by itself, create an advisor-client or accountant-client relationship — any personalized recommendation happens only in a direct conversation with Jobette.