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Privacy Policy
 

Last updated: 1 September 2026
 

Connect To Invest respects your privacy and is committed to handling personal information responsibly, transparently and in accordance with applicable Australian privacy laws.

Our service is designed to help connect people with businesses and professionals who may be able to assist them with their financial, investment, property, lending, wealth-building and related goals.

An important part of our service involves sharing information you provide to us with selected third-party businesses and professionals so they can contact you about services that may be relevant to your goals. This Privacy Policy explains how that process works and how we manage your information.

1. About Connect To Invest

Connect To Invest operates as a connection and referral service.

We collect information from people who are interested in exploring financial, investment, property, finance, wealth-building or related opportunities and use that information to identify businesses or professionals whose services may be relevant to their circumstances and stated goals.

Where we identify a suitable connection, we may provide relevant personal information to one or more selected third-party providers so they can contact you and discuss their services with you.

Connect To Invest is not necessarily the provider of the financial, investment, lending, property or other professional services to which you may ultimately be connected.

2. What information we collect

The personal information we collect will depend on how you interact with us and the services you are interested in.

It may include your:

  • name;

  • telephone number;

  • email address;

  • age or age range;

  • suburb, postcode or general location;

  • employment status and occupation;

  • approximate income or household income range;

  • home ownership status;

  • approximate property value, mortgage or available equity;

  • current investments or investment experience;

  • financial or investment interests;

  • goals, objectives and preferred timeframes;

  • types of services or opportunities you are interested in;

  • information you provide through questionnaires, forms, telephone conversations, email, SMS or other communications; and

  • information about how you interact with our website, advertising and services.

We generally seek to collect only information reasonably necessary for providing our connection and referral services.

We do not require you to provide sensitive information unless it is genuinely necessary and appropriate for a particular purpose.

3. Why we collect your information

We may collect, hold and use your personal information to:

  • understand your interests, circumstances and goals;

  • determine which types of services may be relevant to you;

  • identify suitable businesses and professionals within our network;

  • match and connect you with selected providers;

  • arrange for those providers to contact you;

  • respond to enquiries and requests;

  • communicate with you about your enquiry;

  • improve our matching process and services;

  • manage our relationships with customers and participating businesses;

  • conduct administration, reporting, analytics and quality assurance;

  • manage complaints and enquiries;

  • maintain the security and integrity of our systems; and

  • comply with applicable legal and regulatory obligations.

4. Sharing your information with third parties

This is an important part of the Connect To Invest service.

When you submit your information to Connect To Invest and request to be connected, you acknowledge that the purpose of providing that information is to allow us to identify relevant providers and share appropriate information with selected third-party businesses or professionals so they can contact you.

Depending on your interests and circumstances, these providers may include businesses operating in areas such as:

  • property investment;

  • property services;

  • mortgage broking and lending;

  • finance;

  • financial advice or planning;

  • accounting and taxation;

  • legal and conveyancing services;

  • property management;

  • investment-related services; and

  • other services relevant to building wealth or working towards your financial goals.

We aim to work with providers that we have pre-assessed against our own eligibility and suitability criteria, which may include matters such as relevant qualifications, licences or accreditations where applicable, experience, reputation and the services they provide.

However, our assessment does not guarantee the quality, suitability, performance or outcomes of any third-party provider.

Third-party providers are independent businesses. Once your information has been provided to a third party, that organisation will also be responsible for handling your information in accordance with its own privacy obligations and privacy policy.

5. Your consent to being contacted

By submitting an enquiry or requesting a connection through Connect To Invest, you consent to Connect To Invest contacting you about your enquiry and, where applicable, providing your relevant personal information to selected third-party providers for the purpose of connecting you with services that may be relevant to you.

You also consent to those selected providers contacting you using the contact details you provide, which may include by telephone, email or SMS.

Providing your information and receiving a connection does not require you to purchase, invest in, apply for or proceed with any product or service offered by a third party.

You remain in control of whether you choose to proceed.

Where direct marketing occurs, applicable Australian privacy and marketing laws may require mechanisms for opting out of future communications.

6. How we select providers

Connect To Invest is intended to make finding appropriate assistance simpler.

Before including businesses or professionals within our referral network, we may undertake checks that we consider appropriate having regard to the type of services they provide.

However, the inclusion of a provider within our network should not be interpreted as financial advice, investment advice, a guarantee, or a representation that a particular provider, product, investment or service is suitable for you.

You should make your own enquiries about any provider and obtain independent professional advice where appropriate before making financial or investment decisions.

7. Referral and commercial arrangements

Connect To Invest may have commercial relationships with businesses to which we refer enquiries.

This means we may receive a referral fee, lead fee, commission or other commercial benefit when we introduce or connect you with a participating provider, where permitted by law.

The existence of a commercial relationship does not require you to use that provider.

Where additional disclosure about a particular referral arrangement is required by law, we will provide that disclosure as appropriate.

8. Direct marketing

We may use your personal information to communicate with you about Connect To Invest services, opportunities or participating providers where permitted by law and consistent with the consent you have provided.

You can ask us to stop sending direct marketing communications at any time by using the unsubscribe facility provided in the communication or by contacting us.

We will take reasonable steps to action an opt-out request.

Australian privacy law places specific requirements on organisations using or disclosing personal information for direct marketing, including providing appropriate opt-out mechanisms.

9. How we collect information

We generally collect personal information directly from you, including when you:

  • complete a form on our website;

  • respond to an advertisement;

  • complete an online questionnaire;

  • contact us by telephone, email or SMS;

  • communicate with one of our representatives;

  • request to be connected with a provider; or

  • otherwise interact with Connect To Invest.

We may also receive information from referral partners, marketing platforms or other third parties where permitted by law.

10. Website information, cookies and analytics

When you visit our website, certain technical information may be collected automatically, including information such as your IP address, browser type, device information, pages viewed, referring website and interactions with our website.

We may use cookies, pixels and similar technologies for website functionality, analytics, advertising measurement and improving our services.

Third-party services used on our website may also collect information in accordance with their own privacy policies.

11. Storage and security

We take reasonable steps to protect personal information we hold from misuse, interference, loss and unauthorised access, modification or disclosure.

Personal information may be stored electronically using secure business systems, cloud services, customer relationship management systems and other service providers.

No internet transmission or electronic storage system can be guaranteed to be completely secure.

Australian Privacy Principle 11 requires APP entities to take reasonable steps to protect personal information they hold and, in relevant circumstances, destroy or de-identify information that is no longer required.

12. Overseas disclosure

Some technology, cloud, analytics, communications or other service providers we use may store or process information outside Australia.

Where we are likely to disclose personal information to overseas recipients, we will manage those disclosures in accordance with applicable Australian privacy requirements.

13. Accessing or correcting your information

You may request access to personal information we hold about you or ask us to correct information that is inaccurate, out of date, incomplete, irrelevant or misleading.

To make a request, contact us using the details below.

We may need to verify your identity before providing access or making changes.

14. Privacy complaints

If you have a concern about how Connect To Invest has handled your personal information, please contact us.

We will review your complaint and aim to respond within a reasonable period.

If you are not satisfied with our response, you may be entitled to lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

15. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, business practices, technology or legal obligations.

The current version will be published on our website with the date it was last updated.

16. Contact us

For questions about this Privacy Policy, to access or correct your personal information, withdraw a marketing consent, or make a privacy complaint, please contact:

Connect To Invest
Email: admin@intaconnect.net

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