Legal

Privacy Policy

Last updated: 20 April 2025

1. Introduction

Forge Legacy Pty Ltd ("Forge Legacy", "we", "us", or "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By using our website at www.forgelegacy.com.au or engaging with our services, you agree to the collection and use of information in accordance with this policy.

2. What Information We Collect

We collect personal information that is reasonably necessary for our business functions. This includes:

Contact and identity information — your name, email address, and phone number when you submit an enquiry or book a Wealth Breakthrough Session through our website or booking system.

Session and usage information — information about how you interact with our website, including pages visited, time spent on pages, and the device and browser you use. This is collected via analytics tools and does not identify you personally.

Voluntarily provided information — any additional details you choose to share during a Wealth Breakthrough Session or follow-up communications, such as your financial situation, goals, or property interests.

We do not collect sensitive information (as defined under the Privacy Act) unless you voluntarily provide it and we have your consent to do so.

3. How We Collect Your Information

We collect personal information directly from you when you:

Book a Wealth Breakthrough Session via our website booking calendar (powered by GoHighLevel); submit an enquiry or contact form; communicate with us by email, phone, or social media; or attend a session with one of our Property Strategists.

We may also collect information indirectly through website analytics tools (such as Manus Analytics) that record aggregated, non-personally identifiable usage data.

4. How We Use Your Information

We use your personal information for the following purposes:

To schedule and deliver your Wealth Breakthrough Session and any follow-up communications; to respond to your enquiries and provide you with information about our services; to send you relevant updates or resources where you have consented to receive them; to improve our website, services, and client experience; and to comply with our legal and regulatory obligations.

We will not use your personal information for any purpose that is unrelated to the above without your consent.

5. Disclosure of Your Information

We do not sell, rent, or trade your personal information to third parties.

We may disclose your personal information to trusted third-party service providers who assist us in operating our business, including our booking and CRM platform (GoHighLevel), email and communication tools, and website hosting and analytics providers. These providers are contractually required to handle your information securely and only for the purposes we specify.

We may also disclose your information where required or permitted by law, including to comply with a court order, regulatory requirement, or law enforcement request.

6. Storage and Security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. Your information is stored on secure servers and within third-party platforms that maintain their own security standards.

While we take these precautions, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security but will notify you in accordance with our legal obligations if a data breach occurs that is likely to result in serious harm.

7. Retention of Information

We retain your personal information for as long as necessary to fulfil the purposes for which it was collected, or as required by law. When your information is no longer needed, we will take reasonable steps to destroy or de-identify it securely.

8. Accessing and Correcting Your Information

You have the right to request access to the personal information we hold about you, and to request that we correct any information that is inaccurate, out of date, incomplete, or misleading.

To make a request, please contact us using the details below. We will respond within a reasonable timeframe and in accordance with the Australian Privacy Principles. In some circumstances we may be unable to provide access — if so, we will explain why.

9. Cookies and Analytics

Our website uses cookies and similar tracking technologies to improve your browsing experience and understand how visitors use our site. Cookies are small data files stored on your device.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, some parts of our website may not function correctly.

We use analytics tools to collect aggregated, anonymised data about website usage. This data does not identify you personally and is used solely to improve our website and services.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The updated policy will be posted on this page with a revised "Last Updated" date. We encourage you to review this policy periodically.

12. Contact Us

If you have any questions, concerns, or complaints about this Privacy Policy or how we handle your personal information, please contact us at:

Forge Legacy Pty Ltd
Email: [email protected]
Website: www.forgelegacy.com.au

If you are not satisfied with our response, you have the right to lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.