PRIVACY & YOUR INFORMATION

Privacy Policy

Your information. Your trust. Our responsibility.

At Finances Simple Group, we respect your privacy. This Privacy Policy explains the types of information we may collect when you use our website or communicate with us, how that information may be used, and the choices available to you.

LAST UPDATED: SEPTEMBER 2026

PRIVACY AT A GLANCE

Your trust matters.

We believe privacy information should be clear, understandable, and easy to find.

01

Information You Share

We may collect information you voluntarily provide when you contact us, submit a form, register for a service, or otherwise communicate with us.

02

How We Use It

Information may be used to respond to inquiries, provide requested services, communicate with you, and support the operation and improvement of our website and services.

03

Respecting Your Privacy

We do not sell or rent your personal information for another company's independent marketing use. Information may be shared when necessary to operate our services or when required by law.

THE DETAILS

Understanding your privacy.

Select any section below to learn more about how information may be collected, used, shared, and protected when you interact with Finances Simple Group.

We may collect personal information that you voluntarily provide when you interact with Finances Simple Group. This may include information submitted through contact forms, inquiry forms, service registrations, newsletter sign-ups, or other communications.

Depending on how you interact with us, the information you provide may include your name, email address, telephone number, information related to your inquiry, preferred contact information, and other details you choose to share.

Our website may also collect certain technical information automatically when you visit, such as general device, browser, and website usage information.

Information collected through our website or provided directly to Finances Simple Group may be used to respond to inquiries, communicate with you, provide requested information or services, and administer our business relationship with you.

We may also use information to maintain and improve our website, understand how visitors interact with our content, support our programs and services, and maintain appropriate business and administrative records.

We aim to use personal information only for purposes that are reasonably connected to your interaction with Finances Simple Group, our operations, or applicable legal requirements.

When you complete a contact form, inquiry form, newsletter form, registration form, or other form on our website, the information you submit may be used to respond to your request and communicate with you about the subject of your inquiry.

If you choose to subscribe to communications from Finances Simple Group, we may use the contact information you provide to send information, insights, resources, updates, or other communications related to Finances Simple Group.

Where an unsubscribe option is provided, you may use that option to stop receiving those communications.

Our website and the technology used to operate it may use cookies or similar technologies. These technologies can help websites function, remember preferences, understand general usage, and support website performance.

Depending on your browser and the technology used by the website, you may be able to manage or restrict cookies through your browser or device settings.

Restricting certain cookies may affect how some website features function.

Finances Simple Group does not sell or rent personal information for another company's independent marketing use.

Information may be shared with service providers or technology providers when reasonably necessary to operate our website, communicate with you, process requests, deliver services, or support normal business operations.

Information may also be disclosed when required by applicable law, legal process, or when reasonably necessary to protect our rights, users, business, or others.

Our website may contain links to third-party websites, platforms, tools, resources, or services. Those third parties operate independently and may have their own privacy policies and practices.

Finances Simple Group is not responsible for the privacy practices, content, security, or policies of third-party websites or services. We encourage you to review the applicable privacy information before providing personal information to a third party.

We take reasonable steps intended to protect personal information within our control from unauthorized access, misuse, loss, alteration, or disclosure.

However, no website, internet transmission, electronic storage method, or security system can be guaranteed to be completely secure. For that reason, we cannot guarantee absolute security of information transmitted or stored electronically.

Protect your information.

Please avoid submitting sensitive information through a general website contact form unless specifically requested through an appropriate method.

Depending on where you live and the laws that apply, you may have certain rights or choices concerning your personal information.

These may include the ability to request information about personal information we hold, request that inaccurate information be corrected, or make other requests available under applicable privacy law.

You may contact Finances Simple Group if you have a privacy-related question or request. We may need to verify your request before responding or taking action.

CONTACT US ABOUT YOUR PRIVACY →

Our website and general financial wellness services are not intended to knowingly collect personal information from children through general website forms without appropriate authorization where required.

If you believe personal information relating to a child has been submitted to us inappropriately, please contact us so the matter can be reviewed.

We may update this Privacy Policy from time to time to reflect changes in our website, services, practices, or applicable requirements.

When changes are made, the revised Privacy Policy will be posted on this page and the “Last Updated” date may be changed accordingly.

We encourage you to review this page periodically if you would like to remain informed about our privacy practices.

QUESTIONS ABOUT YOUR PRIVACY?

Clarity builds trust.

If you have a question about this Privacy Policy, information you've shared with us, or how your information may be used, reach out to Finances Simple Group.

CONTACT US →