Legal
Plain English, no small print. This page is maintained by Second Act Advisory and explains exactly what happens to the information you share with us.
Your Income Audit answers, your Asset Profile and mission progress, the email address you use to create an account, and any details you submit when enquiring about an advisory engagement. If you sign in with Google we receive your name, email address and profile picture from Google.
To generate and store your Asset Profile and missions, to let you return to your client workspace and track progress, and to respond to advisory enquiries. We do not sell your data or share it with advertisers.
The Income Audit is part of a paid advisory engagement and is completed inside your client workspace. Your answers are stored against your account so your adviser can review them before your sessions.
Account data, assessments and booking requests are stored in our managed cloud database with row-level access rules, so only you (and the site owner in an administrative capacity) can read your records.
We send transactional email such as password resets and booking confirmations. Marketing email is opt-in only and every message includes an unsubscribe link.
You can request a copy of your data, ask for corrections, or ask us to delete your account and everything attached to it. We will action deletion requests within 30 days.
For any privacy question, or to request deletion, contact us through the Work With Me page and mark your message 'Privacy request'.
This policy describes our current practices and may be updated as the platform grows.