Privacy Policy

We respect the privacy of your personal information

This policy is intended to set out Simply Wealth, its related companies, and affiliates’ approach to complying with the Privacy Act (Cth)1988 (‘Privacy Act’). This policy relates to the gathering, storage, and use of personal information. Simply Wealth recognizes the importance of protecting the privacy of information collected. This Privacy Policy governs the way your personal information will be dealt with.

Collection of Information

Simply Wealth collects personal information in order to carry on the business of property investment. The principal purpose of collection of personal information is for entry into a real estate transaction and communication with our clients, also referred to as investors. Collection, preservation and disclosure of certain personal information is governed by the Privacy Act and other legislation and without ascertaining this information, we would be unable to complete any business transactions with you, the client. It is our intention that this Privacy Policy will protect your personal information from being dealt with in any way that is inconsistent with applicable privacy laws in Australia.

Audio Recording

Any information or conversation taken via audio recording will be for company use only and will not be shared outside Simply Wealth without your written consent in the form of a separate policy to this.

Third Party Disclosure

We do not disclose personal information to any third-party organisations, with the exception of those affiliates where you have consented or disclosure is necessary to achieve the purpose for which it was submitted. Simply Wealth has taken all reasonable steps to ensure that these third parties cannot use this information for their own purposes and that these parties comply with Wealth For Life privacy policy. Parties to whom Simply Wealth may disclose relevant personal information include: a. consultants, agents or contractors (including but not limited to real estate) acting on Simply Wealth’s behalf; b. Corporate affiliates (including but not limited to Solicitors, Conveyancers, Accountants, Financial Brokers); c. Regulatory authorities where required by law; d. Related parties and entities of Simply Wealth for marketing purposes; and e. Employees and contractors

When communicating personal information to third party organisations, Simply Wealth will take reasonable steps to ensure that the relevant third-party organisation has an active privacy management system in place. Please note that if you disclose your personal information to third parties, this policy will not apply, and you will be subject to the privacy policy of those third parties.

We strive to ensure the security, integrity and privacy of personal information submitted within our company and we review and update our security measures quarterly. Data transmitted over the Internet cannot be guaranteed to be completely secure and therefore we are unable to assure the security of the information you provide to us via email and website submission. We will endeavour, however, to take all reasonable steps to protect the personal information you may convey to us or from our online contact form.

In addition, our employees and the contractors who provide services related to our information systems are obliged to respect the confidentiality of any personal information held by us. However, we will not be held responsible for events arising from unauthorised access to your personal information by third parties.

Unsubscribing and Update of Personal Details

Simply Wealth may from time to time send its clients general marketing material. Upon request, Simply Wealth is agreeable to removing you from our marketing campaigns. If you wish to unsubscribe or update your personal information, please contact our head office on: 1300 074 675 or alternatively email:

Access to Information

You may at any time: Review your decision about receiving material or information; change or update personal details that we may hold about you; request more information about Simply Wealth or a request a copy of our Privacy Policy. If you wish to make a complaint or view the personal information we may hold on you, you should contact our office. You will need to specify the type of information to which you are seeking access. To ensure the integrity and safety of the personal information, Simply Wealth will only disclose to clients requested information if its internal procedures are satisfied. Depending on the nature of the information we may ask you to put your request in writing and provide your signatory to the request.

Security and further information

Simply Wealth takes all reasonable security measures to protect personal information from loss, unauthorised access, destruction, misuse, alteration or disclosure. No employee can access information they do not require for the proper carrying on of their role within the company. There is restricted access in place to control the right to use of confidential and personal information about individuals. Simply Wealth does not sell personal information to companies outside of Simply Wealth. For more information about privacy issues in Australia and protecting your privacy, visit the Australian Federal Privacy Commissioner’s website.