Privacy policy.

Balance Partners Privacy Policy

Effective Date: March 01, 2025

Balance Partners ("we," "us," "our") is committed to protecting the privacy of our clients, website visitors, and stakeholders. This Privacy Policy outlines how we collect, use, disclose, and protect personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Collection of Personal Information

We collect personal information that is reasonably necessary to provide our consulting services, manage our business operations, and comply with legal obligations.

1.1 Types of Personal Information We Collect

The types of personal information we may collect include:

  • Contact details (name, phone number, email, address)

  • Professional information (company, job title, industry)

  • Business-related information (inquiries, communications, service preferences)

  • Website usage data (IP address, browser type, referral pages, interactions with our site)

  • Payment and billing information (if applicable)

We do not collect sensitive information (e.g., health, racial/ethnic origin, religious beliefs) unless required by law or with your explicit consent.

1.2 How We Collect Information

We collect personal information through:

  • Direct interactions (emails, phone calls, meetings, forms, contracts)

  • Website usage (cookies, analytics, tracking technologies)

  • Third-party sources (referrals, publicly available data)

You may choose not to provide certain personal information, but this may affect our ability to deliver our services effectively.

2. Use of Personal Information

We use personal information for the following purposes:

  • To provide consulting and advisory services

  • To communicate with clients, partners, and stakeholders

  • To manage business relationships, invoicing, and transactions

  • To improve our website, services, and client experience

  • To comply with legal and regulatory requirements

We will not use your personal information for direct marketing without your prior consent.

3. Disclosure of Personal Information

We do not sell, rent, or trade personal information. We may disclose personal information in the following circumstances:

  • To service providers and partners assisting in business operations (e.g., IT providers, legal advisors)

  • To regulatory bodies or authorities when required by law

  • To prospective buyers in the event of a business merger or acquisition

All third parties handling your personal information are required to comply with Australian privacy laws and ensure appropriate safeguards.

4. Data Security

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorized access, modification, or disclosure. Security measures include:

  • Secure data storage and restricted access

  • Encryption of sensitive data

  • Regular security assessments and audits

However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Access and Correction of Personal Information

You have the right to access and request correction of your personal information. If you would like to:

  • Obtain a copy of the personal information we hold about you

  • Correct inaccurate or outdated information

Please contact us at [Insert Contact Email]. We may require identity verification before processing such requests.

6. Retention of Personal Information

We retain personal information only for as long as necessary to fulfill business or legal obligations. When no longer needed, we take reasonable steps to destroy or de-identify the data.

7. Cookies and Website Tracking

Our website may use cookies and analytics tools to enhance user experience, track engagement, and analyze trends. You can control cookie settings via your browser preferences.

We may collect anonymized data on website visits but do not link this to personally identifiable information.

8. Cross-Border Data Transfers

Balance Partners primarily operates in Australia, but we may store or process data in other jurisdictions where our service providers are located. We take reasonable steps to ensure that overseas recipients comply with Australian privacy laws.

9. Complaints and Contact Information

If you have concerns about how we handle your personal information, you can:

  • Contact us directly at contact@balancepartners.co.au

  • Lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at https://www.oaic.gov.au/

We will respond to complaints in accordance with our internal dispute resolution process and aim to resolve issues promptly.

10. Updates to this Privacy Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website. Your continued use of our services after updates constitutes acceptance of the revised policy.

Contact Us
Balance Partners
Email: rupert@balancepartners.com.au and shilpa@balancepartners.com.au