How Wealth Point Pty Ltd handles the small amount of personal information it collects — and why that amount stays small.
Privacy Policy
This policy explains what personal information Wealth Point Pty Ltd collects, why we collect it, what we do with it, and the choices you have. It also explains something more unusual: the structural reasons a private asset holding company collects as little personal information as a company can.
This policy applies to information collected through this website and through general correspondence with the company. It does not apply to information we hold about people connected with our own holdings — that information is governed by the specific legal and contractual arrangements applicable to those holdings, and is not collected through, or shared via, this website.
We collect only what a function of this website requires — and our functions are few:
We do not ask for, and ask you not to send, financial information of any kind. This company does not provide financial advice or financial services, so there is no transaction for such information to belong to.
The uses are as narrow as the collection. Enquiry details are used to read, route and answer your enquiry, and to keep the record of having done so. Subscription addresses are used to send the company notes and updates you asked for, and to do nothing else — we do not sell, rent, trade or otherwise share the list, and every message carries an unsubscribe option you can exercise without talking to anyone.
We do not use personal information for advertising, we do not profile, and we do not make automated decisions about people. A company that publishes six notes a year has very little to profile anyone for.
We disclose personal information only where required by law, or where you ask us to — for example, if your enquiry needs to be referred to an appropriate qualified professional and you consent to that referral. Otherwise, your correspondence stays with the company, stored with the same care we apply to our own records — which is, after all, our entire trade.
Information is stored with access limited to those who need it for the purposes described above. We apply the same standard to your correspondence as to our own asset records: complete, ordered, retrievable, and protected against casual access. Where a matter concludes, correspondence is retained only as long as the record has value — which, in a company whose business is keeping records, means we err toward retention of our answers rather than of your unnecessary details.
We handle requests personally rather than through automated systems, so they are answered by a person, in writing, usually within a few business days.
This website sets no advertising cookies, runs no behavioural trackers, embeds no social-media pixels, and offers no user accounts. Visitors can read every page without creating a single data point beyond the ordinary technical basics described in section 02.
If this policy changes materially, the change will be noted on this page. Questions about privacy — like all questions — are best asked in writing: support@wealth-point.net, or by post to our registered office: Level 3, 169 Fullarton Rd, Dulwich SA 5065, Australia.
Please be aware: Wealth Point Pty Ltd does not provide financial advice, investment recommendations or financial services to the public, and does not conduct business via text or messaging apps. If you receive communications claiming otherwise, please contact us at support@wealth-point.net.
