Privacy Policy

Lifestyle Uplift Consulting Pty Ltd

Effective date: 01/06/2026
Last updated: 01/06/2026

1. About this Privacy Policy

Lifestyle Uplift Consulting Pty Ltd, PO Box 710, Lutwyche QLD, Australia, operates the website located at www.lifestyleupliftconsulting.com and provides business advisory, strategic advisory, business analytics, data management, operational improvement, leadership development and related professional services.

In this Privacy Policy, “Lifestyle Uplift Consulting”, “we”, “us” and “our” refer to Lifestyle Uplift Consulting Pty Ltd.

This Privacy Policy explains how we collect, hold, use, disclose, store and protect personal information when you:

  • visit or interact with our website;
  • contact us by email, telephone, web form, social media or other channels;
  • enquire about or purchase our services;
  • attend meetings, events, webinars or consultations with us;
  • subscribe to our updates, newsletters or marketing communications;
  • engage us to provide advisory, consulting or related professional services; or
  • otherwise provide personal information to us.

2. Important note about legal compliance

We are an Australian company and handle personal information in accordance with applicable privacy laws, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles, where those laws apply to us.

Where we collect or process personal data of individuals located in the European Union, European Economic Area, United Kingdom or Spain, we may also be required to comply with applicable data protection laws, including the General Data Protection Regulation, where those laws apply to our activities.

3. What is personal information?

Personal information means information or an opinion about an identified individual, or an individual who is reasonably identifiable, whether the information or opinion is true or not, and whether recorded in a material form or not.

For EU/EEA purposes, personal data has the meaning given under applicable data protection laws and generally means any information relating to an identified or identifiable natural person.

4. Personal information we collect

The personal information we collect depends on how you interact with us. It may include:

4.1 Contact and identity information

  • name;
  • business name;
  • job title or role;
  • email address;
  • phone number;
  • postal address;
  • country, state or region;
  • social media profile information, where you contact or engage with us through social platforms.
  • 4.2 Business and professional information

    details about your business, organisation, family enterprise or professional role;
  • information about your advisory needs, business objectives, relocation interests, operational challenges or strategic priorities;
  • information contained in business documents, briefing materials, reports, policies, data sets, project records or other materials you provide to us;
  • records of meetings, calls, correspondence and consulting work.

4.3 Website and technical information

When you visit our website, we may collect technical information such as:

  • IP address;
  • browser type and version;
  • device type and operating system;
  • pages visited;
  • date and time of visits;
  • referral source;
  • time spent on pages;
  • website interaction data;
  • cookie and analytics information.

4.4 Marketing and communication information

We may collect:

  • newsletter subscription details;
  • communication preferences;
  • records of marketing consent;
  • responses to campaigns, surveys, forms or events;
  • enquiries submitted through our website or social media channels.

4.5 Payment and transaction information

Where you purchase services from us, we may collect transaction-related information such as:

  • billing details;
  • invoice records;
  • payment confirmation details;
  • service engagement details.

4.6 Sensitive information

We do not generally seek to collect sensitive information unless it is reasonably necessary for our functions or activities and you have consented, or we are otherwise permitted or required by law to collect it.

Sensitive information may include information about health, ethnicity, political opinions, religious beliefs, professional memberships, financial circumstances, family circumstances or other legally protected categories.

Because our advisory work may involve family office, intergenerational wealth, business succession, relocation, leadership, organisational safety or operational matters, you may sometimes voluntarily provide information that is sensitive or confidential.

5. How we collect personal information

We may collect personal information:

  • directly from you when you contact us, complete a form, book a call, subscribe to updates, attend an event or engage our services;
  • during advisory, consulting, strategy, business analytics or project delivery work;
  • through our website, cookies, analytics tools and digital platforms;
  • from your authorised representatives, advisers, employees, contractors, family members or business associates;
  • from publicly available sources such as LinkedIn, company websites, ASIC registers, business directories or professional profiles;
  • from third-party platforms used to manage bookings, communications, marketing, analytics, documents or client relationships.

We will collect personal information only where it is reasonably necessary for our business activities, where you have consented, or where collection is otherwise permitted by law.

6. Why we collect, use and disclose personal information

We may collect, use and disclose personal information for the following purposes:

  • responding to enquiries;
  • assessing whether our services are suitable for you;
  • providing business advisory, strategic advisory, analytics, data management, operational improvement, leadership development, family office advisory and related services;
  • preparing proposals, engagement letters, reports, recommendations, presentations, templates and other advisory materials;
  • managing client relationships;
  • scheduling meetings and consultations;
  • processing invoices and payments;
  • managing our website, systems, records and business operations;
  • sending newsletters, insights, event updates or marketing communications where permitted;
  • improving our services, website, communications and client experience;
  • undertaking internal administration, planning, quality assurance and business development;
  • complying with legal, regulatory, accounting, tax, insurance and professional obligations;
  • protecting our legal rights, business interests, systems and security;
  • responding to disputes, complaints, investigations or lawful requests.

7. Legal bases for processing under GDPR

Where GDPR or equivalent data protection laws apply, we rely on one or more of the following legal bases:

  • Consent: where you have given clear consent for a specific purpose, such as subscribing to marketing communications.
  • Contract: where processing is necessary to enter into or perform a contract with you.
  • Legitimate interests: where processing is necessary for our legitimate business interests, including providing advisory services, managing client relationships, improving our services and protecting our business, provided those interests are not overridden by your rights and freedoms.
  • Legal obligation: where processing is necessary for us to comply with applicable laws.

    Vital interests or public interest: where applicable in limited circumstances.

8. Direct marketing and communications

If you opt in to receive updates, newsletters, insights, event invitations or marketing communications from us, we may use your contact details to send those communications.

You may unsubscribe at any time by:

  • using the unsubscribe link in our emails;
  • contacting us directly; or
  • updating your communication preferences where that option is available.

We will not send you direct marketing communications where you have opted out, unless otherwise permitted by law.

9. Cookies and website analytics

Our website may use cookies, pixels, tags, analytics tools and similar technologies to:

  • operate and improve the website;
  • understand website traffic and user behaviour;
  • remember user preferences;
  • measure marketing performance;
  • support security and fraud prevention;
  • improve content, functionality and user experience.

Cookies are small data files placed on your device when you visit a website. You can adjust your browser settings to refuse cookies, delete cookies or notify you when cookies are being used. If you disable cookies, some website features may not function properly.

10. Analytics, advertising and social media tools

We may use third-party services to analyse website usage, manage advertising, deliver content or support social media engagement.

These services may include:

  • Google Analytics;
  • Google Ads;
  • Meta/Facebook and Instagram pixels or advertising tools;
  • LinkedIn Insight Tag or advertising tools;
  • scheduling, booking, CRM, email marketing or automation tools;
  • other analytics, advertising or business software providers.

These providers may collect information about your interactions with our website and other websites, subject to their own privacy policies and settings.

11. AI-enabled tools and automation

We may use AI-enabled tools, automation platforms, analytics software, transcription tools, document processing tools or other technology to support our business operations and service delivery.

Where we use these tools, we take reasonable steps to:

  • limit the personal information shared to what is reasonably necessary;
  • avoid entering sensitive or confidential client information unless appropriate safeguards are in place;
  • use business or enterprise-grade tools where reasonably available;
  • review outputs for accuracy and appropriateness before relying on them in client work;
  • comply with confidentiality, privacy and professional obligations.

12. Disclosure of personal information

We may disclose personal information to:

  • our directors, contractors, consultants and authorised representatives;
  • professional advisers, including lawyers, accountants, bookkeepers, insurers and auditors;
  • IT, cloud storage, cybersecurity, website hosting and software providers;
  • email marketing, CRM, scheduling, payment processing and automation providers;
  • analytics, advertising and social media platforms;
  • business partners or referral partners, but only where appropriate and lawful;
  • government agencies, regulators, courts, tribunals or law enforcement bodies where required or authorised by law;
  • another party as part of a business restructure, sale, merger, transfer or acquisition;
  • any other person or organisation where you have consented or where disclosure is permitted by law.

We do not sell personal information.

13. Confidential business and client information

As a business advisory firm, we may receive confidential commercial information, business records, strategic plans, family business information, financial summaries, operational data, policies, procedures, system records or other sensitive business materials.

We handle this information with care and use it only for the purpose for which it was provided, unless otherwise agreed or required by law.

This Privacy Policy applies to personal information. Confidential commercial information may also be protected by our client agreements, confidentiality obligations, engagement terms or other contractual arrangements.

14. Overseas disclosure and international data transfers

We are based in Australia and may provide services to clients or contacts located in Australia, Spain, Europe and other jurisdictions.

Personal information may be stored, accessed or processed in countries outside your location, including Australia, Spain, countries within the European Union or European Economic Area, the United States, the United Kingdom, Canada, New Zealand, Singapore or other locations where our service providers operate.

Where we disclose personal information overseas, we take reasonable steps to ensure that appropriate privacy protections are in place, as required by applicable law.

Where GDPR applies and personal data is transferred outside the European Economic Area, we will take steps designed to ensure that the transfer is lawful, such as relying on adequacy decisions, standard contractual clauses, contractual safeguards, consent or another valid transfer mechanism.

15. Data security

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

Security measures may include:

  • password protection;
  • multi-factor authentication where available;
  • restricted access to files and systems;
  • secure cloud storage;
  • encryption where appropriate;
  • system updates and access controls;
  • confidentiality obligations for personnel and contractors;
  • secure disposal or deletion practices;
  • internal procedures for handling suspected data breaches.

However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

16. Data retention

We retain personal information for as long as reasonably necessary for the purpose for which it was collected, including to:

  • provide services;
  • manage client relationships;
  • comply with legal, accounting, tax, insurance and regulatory obligations;
  • resolve disputes;
  • enforce agreements;
  • maintain business records.

When personal information is no longer required, we will take reasonable steps to securely destroy, delete or de-identify it, unless we are required or permitted by law to retain it.

17. Accessing and correcting your personal information

You may request access to the personal information we hold about you.

You may also request that we correct personal information if you believe it is inaccurate, incomplete, out of date, irrelevant or misleading.

We may need to verify your identity before responding. In some circumstances, we may refuse access or correction where permitted by law. If we refuse, we will provide reasons where required.

To request access or correction, contact us using the details in section 25.

18. Your GDPR rights

Where GDPR or equivalent data protection laws apply, you may have the right to:

  • access your personal data;
  • correct inaccurate or incomplete personal data;
  • request deletion of your personal data;
  • restrict processing of your personal data;
  • object to processing based on legitimate interests;
  • object to direct marketing;
  • request data portability;
  • withdraw consent where processing is based on consent;
  • lodge a complaint with a relevant supervisory authority.

These rights are subject to legal limitations and exceptions.

19. Anonymity and pseudonymity

Where lawful and practicable, you may interact with us anonymously or using a pseudonym. However, this may not be practical where we need your identity to respond to an enquiry, provide advisory services, enter into a contract, issue invoices, conduct due diligence or comply with legal obligations.

20. Data breaches

If we become aware of a suspected or actual data breach, we will assess the incident and take appropriate steps to contain, investigate and remediate it.

Where required by law, we will notify affected individuals, the Office of the Australian Information Commissioner or other relevant regulators.

21. Third-party websites and links

Our website may contain links to third-party websites, platforms or services. We are not responsible for the privacy practices, content or security of third-party websites.

You should review the privacy policy of any third-party website or platform you visit.

22. Children’s privacy

Our website and services are intended for adults and business users. We do not knowingly collect personal information from children under 16 years of age.

If we become aware that we have collected personal information from a child without appropriate consent, we will take reasonable steps to delete it.

23. Job applicants, contractors and collaborators

If you apply to work with us, contract with us, collaborate with us or provide services to us, we may collect personal information such as your name, contact details, CV, qualifications, work history, references, portfolio, business information, payment details and correspondence.
We use this information to assess suitability, manage engagement arrangements, communicate with you, meet legal obligations and administer our business.

If no engagement proceeds, we will retain or delete the information in accordance with our retention practices and legal obligations.

24. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be published on our website with the revised effective date.

If we make material changes, we may take reasonable steps to notify affected individuals, such as by website notice, email or other appropriate communication.

Your continued use of our website or services after an updated Privacy Policy is published indicates that you have read and understood the updated policy.

25. Contact us

For privacy questions, requests, complaints or concerns, contact:

Lifestyle Uplift Consulting Pty Ltd
PO Box 710
Lutwyche QLD, Australia

Website
www.lifestyleupliftconsulting.com
Phone: +61 433 798 179
Email: contact@lifestyleupliftconsulting.com

26. Privacy complaints

If you believe we have breached applicable privacy laws or mishandled your personal information, please contact us first using the details above within 30 days.

We will acknowledge your complaint and aim to respond within a reasonable period no greater than 14 days.

If you are not satisfied with our response, you may be entitled to contact the Office of the Australian Information Commissioner or another relevant privacy regulator.