GoodPlans Financial Solutions - Ethical Financial Planning & Nonprofit Support

GoodPlans Financial Solutions ("we," "us," or "our") is committed to protecting the privacy of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our site and services. This policy applies to all users of our online platform, regardless of location.

Information We Collect

We may collect the following types of information:

Personal Information: This includes information that can be used to identify you, such as your name, date of birth, contact details (address, phone number), financial information (income, assets, investment details), and other information you provide when using our services. We collect this information when you register an account, complete forms, interact with our financial planning tools, or otherwise communicate with us.
Financial Information: As a financial services provider, we collect detailed financial information necessary to provide appropriate advice and manage your investments, superannuation, insurance and financial planning needs. This may include bank account details, investment holdings, superannuation balances, insurance policy details, and taxation information.
Demographic Information: We may collect demographic information such as your age, gender, location, and interests. This information is used to personalize your experience and improve our services.
Usage Data: We automatically collect information about your use of our site, including your IP address, browser type, operating system, referring URLs, pages visited, and the dates/times of your visits. This data helps us analyze trends, administer the site, track users' movements, and gather broad demographic information for aggregate use.
Cookies and Similar Technologies: We use cookies and similar technologies to collect information about your browsing activity. Cookies are small data files stored on your device that enable us to recognize your browser and remember certain information. You can control the use of cookies through your browser settings.

How We Use Your Information

We use your information for the following purposes:

Providing and Improving Our Services: We use your information to provide you with financial advice, manage your investments, process transactions, and personalize your experience. We also use your information to improve our site, develop new features, and enhance our customer service.
Communication: We may use your information to communicate with you about your account, our services, updates, and promotional offers. You can opt-out of receiving marketing communications at any time.
Compliance: We may use your information to comply with applicable laws, regulations, and legal processes. This includes complying with Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements.
Analytics: We use your information to analyze trends, track user behavior, and gather demographic information for aggregate use. This information helps us understand how users interact with our site and improve our services.
Security: We use your information to protect our site and services from fraud, security breaches, and other illegal activities.

Disclosure of Your Information

We may disclose your information to the following third parties:

Service Providers: We may share your information with third-party service providers who assist us in providing our services, such as payment processors, data analytics providers, and customer support providers. These service providers are contractually obligated to protect your information and use it only for the purposes for which we disclose it to them.
Financial Institutions: We may share your financial information with banks, custodians, and other financial institutions to process transactions and manage your investments.
Regulatory Authorities: We may disclose your information to regulatory authorities, such as the Australian Securities and Investments Commission (ASIC), as required by law.
Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of the transaction.
Legal Requirements: We may disclose your information when required to do so by law, such as in response to a court order or subpoena.

Data Security

We take reasonable measures to protect your information from unauthorized access, use, or disclosure. These measures include:

Using encryption to protect sensitive information during transmission.
Storing your information on secure servers.
Implementing access controls to restrict access to your information.
Regularly monitoring our systems for security vulnerabilities.

However, no method of transmission over the Internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee the absolute security of your information.

Your Rights

You have the following rights regarding your personal information:

Access: You have the right to access the personal information we hold about you.
Correction: You have the right to correct any inaccurate or incomplete personal information we hold about you.
Deletion: You have the right to request that we delete your personal information, subject to certain exceptions.
Objection: You have the right to object to the processing of your personal information for certain purposes, such as marketing.
Restriction: You have the right to restrict the processing of your personal information in certain circumstances.
Data Portability: You have the right to receive your personal information in a structured, commonly used, and machine-readable format and to transmit it to another controller.

To exercise these rights, please contact us at the address provided below.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that are different from the laws of your country. We will take appropriate measures to ensure that your information is protected in accordance with this Privacy Policy.

Retention of Your Information

We will retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will post any changes on our site and update the "Last Updated" date. Your continued use of our site after the posting of changes constitutes your acceptance of the updated Privacy Policy.

If you have any questions or concerns about this Privacy Policy, please contact us at:

GoodPlans Financial Solutions 18 Harbour Esplanade, Suite 2203, Docklands, Victoria, 3008 Australia Last Updated: October 26, 2023

About GoodPlans Financial Solutions

At GoodPlans Financial Solutions, nestled in the vibrant Docklands of Melbourne, Victoria, we are more than just financial advisors; we are your partners in building a secure financial future while fostering positive change in our community and beyond. Our journey began with a simple yet profound vision: to harmonise financial success with ethical responsibility. Founded in 2010 by a group of passionate financial experts and community advocates, GoodPlans was established to provide Australians with comprehensive financial services that not only meet their personal and business objectives but also contribute to a greater good.

From our humble beginnings, we've grown into a trusted name in financial planning, investment management, and superannuation advice across Victoria and Australia-wide. Our core values are deeply rooted in integrity, transparency, and a genuine commitment to our clients' best interests. We understand that financial decisions are deeply personal, and we approach each client relationship with empathy and a dedication to crafting bespoke solutions that align with their unique circumstances and aspirations.

What sets GoodPlans Financial Solutions apart is our unwavering dedication to nonprofit causes. We firmly believe that businesses have a responsibility to contribute to society, and we've integrated this philosophy into the very fabric of our operations. A significant portion of our annual profits is directed towards supporting impactful nonprofit organizations that are working tirelessly to address pressing social and environmental challenges. We actively seek out partnerships with charities and initiatives that resonate with our values of sustainability, community well-being, and ethical practices.

Our team comprises highly qualified and experienced financial professionals who are not only experts in their respective fields but also share a common passion for making a difference. We invest continuously in professional development to ensure we remain at the forefront of industry best practices and can provide our clients with the most informed and effective advice. We pride ourselves on creating a welcoming and inclusive environment where our clients feel comfortable discussing their financial goals and concerns.

GoodPlans Financial Solutions is committed to fostering long-term relationships with our clients, built on trust, mutual respect, and shared values. We are here to guide you through every stage of your financial journey, from building your wealth to protecting your assets and planning for a comfortable retirement. We invite you to join us in our mission to create not just good financial plans, but good plans for a better world.

Expert Financial Advice

Ethical and Sustainable Practices

Community Focused

Tailored Financial Solutions

Our Commitment to Nonprofit Causes

At GoodPlans Financial Solutions, we believe in the power of collective action and the profound impact that businesses can have on societal well-being. Our mission extends beyond providing exceptional financial services; we are deeply committed to fostering a culture of giving back and supporting nonprofit organizations that are on the front lines of creating positive change in our communities and around the globe.

We actively seek out partnerships with nonprofit organizations that align with our core values of sustainability, community empowerment, and ethical responsibility. These partnerships are not merely philanthropic gestures; they are integral to our business model. We believe that financial success and social impact are not mutually exclusive but rather synergistic forces that can drive meaningful progress.

Each year, GoodPlans Financial Solutions pledges a significant portion of our annual profits to support our nonprofit partners. This financial commitment enables these organizations to expand their reach, enhance their programs, and ultimately make a greater difference in the lives of those they serve. Beyond financial contributions, our team members are encouraged to volunteer their time and skills to support these causes, further strengthening our connection to the community and amplifying our impact.

In 2024, we are proud to partner with three exceptional nonprofit organisations, each dedicated to addressing critical needs within our society. These include the 'Sustainable Futures Initiative', focused on environmental conservation and promoting sustainable living practices; 'Empower Local Communities', dedicated to providing education and resources to underserved communities within Victoria; and 'National Health Support Network', working to improve access to healthcare for vulnerable populations across Australia. Through these partnerships, we aim to address a diverse range of social and environmental challenges, reflecting our holistic approach to corporate social responsibility.

We believe that our clients are also our partners in this mission. By choosing GoodPlans Financial Solutions, you are not only securing your financial future but also contributing to a brighter world. We regularly highlight the work of our nonprofit partners through our platforms and encourage our clients to get involved, whether through volunteering, donations, or simply spreading awareness. Together, we can amplify our impact and create a ripple effect of positive change.

10%

of annual profits donated to nonprofit partners

500+

Volunteer hours contributed by our team

3

Nonprofit partnerships in 2024

Featured Nonprofit Partner: Local Community Support Initiative

The Local Community Support Initiative is a vital organisation providing crucial support to families and individuals in need within the Docklands and greater Melbourne area. Their programs focus on education, resource provision, and community building, empowering individuals to overcome hardship and achieve self-sufficiency. We are proud to support their efforts in strengthening our local community.

Our Financial Services

At GoodPlans Financial Solutions, we offer a comprehensive suite of financial services meticulously crafted to guide you towards achieving your financial aspirations while upholding ethical and responsible practices. Our services are designed to cater to a diverse range of needs, whether you are an individual seeking to secure your family's future, a business owner aiming for sustainable growth, or a nonprofit organisation looking to maximise your impact.

Meet Our Dedicated Team

Our team of highly qualified and experienced financial professionals is the heart of GoodPlans Financial Solutions. We are passionate about empowering you to achieve your financial goals and are united by a shared commitment to ethical practices and community support. Get to know the individuals who are dedicated to guiding you on your financial journey.