Privacy Policy
Last Updated: June 14, 2025
This Privacy Policy describes how Fortelviaagency collects, uses, and protects your personal information when you use our financial coaching services. Last updated: June 6, 2025.
Information We Collect
We collect the following types of information:
- Contact information (name, email, phone number, address)
- Financial information (investment goals, risk tolerance, assets)
- Usage data (website interactions, service preferences)
- Communication records (emails, coaching session notes)
How We Use Your Information
We use your information for the following purposes:
- To provide personalized financial coaching services
- To communicate about your coaching progress and appointments
- To improve our services and develop new educational content
- To comply with legal obligations and regulatory requirements
Data Protection and Security
We implement appropriate security measures to protect your personal information:
Encryption, secure servers, access controls, and regular security audits to safeguard your data.
Cookies and Tracking
We use cookies and similar technologies to enhance your experience and analyze website usage.
Cookie Types:
- Essential cookies for website functionality
- Analytics cookies for performance measurement
- Marketing cookies for personalized content
You can manage cookie preferences through your browser settings or our cookie consent tool.
Third-Party Services
We may share information with trusted third-party service providers who assist in delivering our services.
These providers are contractually bound to protect your information and use it only for specified purposes.
Your Privacy Rights
You have the following rights regarding your personal information:
- Access to your personal data and how it's used
- Correction of inaccurate or incomplete information
- Deletion of your personal data (subject to legal requirements)
- Portability of your data to other service providers
Data Retention
We retain your personal information only as long as necessary to provide services and comply with legal obligations.
Children's Privacy
Our services are not intended for individuals under 18 years of age, and we do not knowingly collect information from minors.
Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices or legal requirements.
We will notify you of significant changes via email or website notice.
Contact Information
Contact Us
Level 15, 123 Collins Street, Melbourne VIC 3000, Australia