PRIVACY POLICY
The Global Wealth Strategy™ Last updated: 2025
INTRODUCTION
The Global Wealth Strategy™ (referred to in this policy as “we”, “us”, or “our”) is committed to protecting the privacy of every individual who interacts with our website, content, and services. This Privacy Policy explains how we collect, use, store, and protect your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
By using our website, completing our forms, subscribing to our content, or engaging our services, you agree to the collection and use of your information as described in this policy.
WHO WE ARE
The Global Wealth Strategy™ is a strategic coordination firm based in Australia. We help high-performing Australians explore global jurisdictional positioning and coordinate access to independent legal, tax, and implementation professionals.
For privacy enquiries, you can contact us at:
Email: [privacy@globalwealthstrategy.com.au]
Mailing address: [Insert address]
WHAT INFORMATION WE COLLECT
We collect personal information in the following circumstances:
When you visit our website We collect non-identifying information including browser type, pages visited, time spent on pages, and referring URLs. This is collected automatically via cookies and analytics tools and is used to improve our website and content.
When you complete a form We collect personal information including your name, email address, phone number, income range, business structure, and enquiry details when you complete any of our forms — including the contact form, application form, quiz or scorecard, webinar registration, and mailing list subscription.
When you engage our services We collect additional personal and financial information required to coordinate your engagement — including income details, entity structures, asset information, family circumstances, and jurisdiction preferences. This information is collected solely for the purpose of delivering our services.
When you communicate with us We retain records of email, phone, and written communications for the purposes of client service, quality assurance, and compliance.
HOW WE USE YOUR INFORMATION
We use the personal information we collect for the following purposes:
To respond to your enquiries and assess your application for our services. To deliver the services you have engaged us for. To send you content you have subscribed to — including our newsletter, webinar invitations, and educational resources. To improve our website, content, and service delivery. To comply with our legal obligations. To protect the rights and interests of The Global Wealth Strategy™ and our clients.
We do not use your personal information for any purpose that you would not reasonably expect based on your interaction with us.
HOW WE SHARE YOUR INFORMATION
We do not sell your personal information to third parties under any circumstances.
We may share your information in the following limited circumstances:
With independent professional partners — specifically James Meli and Trover Tax — for the purpose of coordinating your engagement with those professionals. This sharing occurs only with your knowledge and consent as part of the service delivery process.
With trusted third-party service providers who assist us in operating our website and delivering our services — including email platforms, CRM systems, payment processors, and analytics tools. These providers are bound by confidentiality obligations and are not permitted to use your information for any other purpose.
With regulatory authorities or law enforcement where we are required to do so by law.
In all other circumstances, your personal information remains confidential.
COOKIES AND TRACKING
Our website uses cookies — small text files stored on your device — to improve your browsing experience, analyse website traffic, and support our marketing activities.
We use the following types of cookies:
Essential cookies — required for the website to function properly. Analytics cookies — used to understand how visitors interact with our website. We use Google Analytics for this purpose. Marketing cookies — used to deliver relevant content and track the effectiveness of our paid advertising on platforms including Meta and LinkedIn.
You can control cookie settings through your browser at any time. Please note that disabling certain cookies may affect the functionality of our website.
EMAIL MARKETING
If you have subscribed to our mailing list, registered for a webinar, or downloaded any of our free resources, you will receive email communications from us. These communications include our weekly newsletter, webinar invitations, educational content, and service updates.
You can unsubscribe from our email communications at any time by clicking the unsubscribe link at the bottom of any email or by contacting us directly.
We do not send unsolicited commercial email. All email communications are sent to individuals who have opted in through one of our forms or have an existing relationship with us.
DATA STORAGE AND SECURITY
Your personal information is stored securely in our CRM system — GoHighLevel — and associated platforms. We take reasonable steps to protect your information from misuse, interference, loss, and unauthorised access, modification, or disclosure.
Our primary systems are cloud-based and operated by reputable third-party providers with their own security standards and certifications. We review our data security practices regularly.
While we take all reasonable precautions, no data transmission over the internet is completely secure. We cannot guarantee the absolute security of information transmitted to or from our website.
DATA RETENTION
We retain your personal information for as long as is necessary to fulfil the purposes for which it was collected — including the provision of services, compliance with legal obligations, and the resolution of disputes.
For individuals who enquire but do not engage our services, we retain basic contact information for a period of three years unless you request earlier deletion.
For clients who have engaged our services, we retain records for a minimum of seven years in accordance with Australian legal and tax compliance requirements.
YOUR PRIVACY RIGHTS
Under the Australian Privacy Act 1988 and Australian Privacy Principles, you have the right to:
Access the personal information we hold about you. Request correction of any personal information that is inaccurate, incomplete, or out of date. Request that we delete your personal information in certain circumstances. Complain about a breach of your privacy rights.
To exercise any of these rights, please contact us at [privacy@globalwealthstrategy.com.au]. We will respond to all privacy requests within 30 days.
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.
THIRD PARTY WEBSITES
Our website may contain links to third-party websites including those of our professional partners, media platforms, and resource providers. This Privacy Policy applies only to The Global Wealth Strategy™ website and services. We are not responsible for the privacy practices of any third-party websites and encourage you to review their privacy policies before providing any personal information.
CHANGES TO THIS POLICY
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or the services we offer. The current version of this policy will always be published on our website with the date of last update noted at the top.
We encourage you to review this policy periodically. Continued use of our website and services following any update constitutes your acceptance of the revised policy.
CONTACT US
If you have any questions, concerns, or requests relating to this Privacy Policy or the handling of your personal information, please contact us:
Email: [privacy@globalwealthstrategy.com.au] Mailing address: [Insert address] Website: [www.globalwealthstrategy.com.au]
We take all privacy enquiries seriously and will respond within 30 days.
DISCLAIMER
The Global Wealth Strategy™ does not provide tax agent services, legal advice, or financial product advice. All regulated services are delivered by independent registered professionals engaged directly by the client. All content published on this website is educational and strategic in nature and does not constitute advice of any kind. Readers and clients should seek independent professional advice before making any decisions.