Privacy Policy

Effective date: 13 July 2026

Retirement Pathways (“we”, “our” or “us”) respects your privacy and is committed to protecting the personal information you provide to us.

1. Information We Collect

When you visit our website, complete an online form, submit a Facebook or Instagram Lead Form, or request one of our free retirement resources, we may collect personal information including:

  • Your name
  • Your email address
  • Your phone number
  • Your location or postcode
  • Information about your retirement living needs or preferences
  • Any other information you choose to provide

2. How We Use Your Information

We may use your personal information to:

  • Send you the free retirement cost guide or other resource you requested
  • Contact you about your enquiry
  • Discuss your retirement planning or retirement living needs
  • Provide information about relevant retirement options and services
  • Respond to your questions
  • Improve our website, resources, services and communications
  • Comply with our legal obligations

3. Phone, Email and SMS Communications

By submitting your information through our website, Facebook Lead Form, Instagram Lead Form or another enquiry form, you consent to Retirement Pathways contacting you about your requested guide, your enquiry and related retirement information.

We may contact you by telephone, email or SMS using the details you provide. You can opt out of marketing communications at any time by using the unsubscribe link in an email, replying “STOP” to an SMS where available, or contacting us directly.

4. Sharing Your Information

We do not sell or rent your personal information.

We may share your information with trusted service providers who help us operate our website, manage enquiries, send communications, store data or provide related business services. These may include:

  • Email and SMS service providers
  • Customer relationship management systems
  • Website hosting and form providers
  • Analytics and advertising platforms
  • Professional advisers and technology providers

These providers may only use your information to perform services on our behalf. We may also disclose your information where required or authorised by law.

5. Facebook and Instagram Lead Forms

When you submit your information through a Facebook or Instagram Lead Form, Meta Platforms may also collect and process your information in accordance with Meta’s own privacy policy and platform terms.

Once Retirement Pathways receives your submitted information, we handle it in accordance with this Privacy Policy.

6. Cookies and Analytics

Our website may use cookies, pixels and analytics tools to understand how visitors use our website, measure advertising performance and improve our services.

You can control or disable cookies through your browser settings. Disabling cookies may affect how some parts of our website operate.

7. Data Security

We take reasonable administrative, technical and physical steps to protect your personal information from loss, misuse, interference, unauthorised access, modification or disclosure.

However, no method of transmitting or storing information online can be guaranteed to be completely secure.

8. Data Retention

We retain personal information only for as long as reasonably necessary to respond to your enquiry, provide our services, maintain business records and meet legal requirements.

9. Accessing, Correcting or Deleting Your Information

You may contact us to request access to the personal information we hold about you, ask us to correct inaccurate information, withdraw your consent, or request deletion of your information where applicable.

We may need to verify your identity before processing your request.

10. Australian Privacy

Where applicable, Retirement Pathways handles personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

11. External Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. You should review their privacy policies before providing personal information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The latest version will be published on this page, together with the updated effective date.