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Privacy Policy

Last updated: October 2026

1. Introduction

Moneyvest Pty Ltd (ABN 63 617 398 777) ("Moneyvest", "we", "us", "our") is committed to protecting the privacy of personal information. This Privacy Policy describes how we collect, use, disclose and manage personal information in accordance with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth).

2. What information do we collect?

We may collect and hold the following types of personal information:

  • Name, email address, phone number and postal address
  • Organisation or school name and role/position
  • Student information provided by schools for program enrolment (name, year level, school email)
  • Payment and billing information
  • Course progress and completion data on our digital platform
  • Survey responses and feedback
  • Details you type into forms on our website, including an email address you enter but don't submit (see section 9)
  • Website usage information collected by cookies and similar technologies, such as the pages you visit, how you interact with them, your device and browser type, and your approximate location (see section 8)

3. How do we collect information?

We collect personal information through our website forms and newsletter sign-ups, the Moneyvest Digital platform, email correspondence, phone conversations, event registrations, and from schools and organisations that partner with us. We also collect information through cookies and similar technologies on our website, including from third-party tools described in section 8.

4. Why do we collect information?

We collect personal information for the following purposes:

  • To deliver our financial education programs and courses
  • To manage student enrolments and issue certificates and micro credentials
  • To respond to enquiries, including following up when someone starts but doesn't finish one of our forms
  • To communicate with schools, organisations and individuals about our programs
  • To send the newsletters and free resources you sign up for, such as Dollhairs & Sense and the School Leavers Money Bible
  • To process payments and manage accounts
  • To provide annual financial wellbeing survey reports to partner schools
  • To understand how our website is used and to improve our programs, platform, website and services
  • To measure and improve our marketing and advertising
  • To comply with legal obligations

5. How do we protect information?

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. Our digital platform uses industry-standard security measures including encryption, secure servers and access controls. Our website and the systems that handle website enquiries are hosted in Australia. Some of the service providers we use store information overseas (see section 6).

6. Disclosure of information

We may disclose personal information to third parties who help us run our business, such as providers of website hosting, analytics, advertising, email and newsletter services, payment processing and IT services, and to the schools and organisations we work with to deliver our programs. We may also disclose personal information to other organisations, and where required or authorised by law.

Some of these providers store or process information outside Australia, including in the United States. We take reasonable steps to ensure that overseas recipients handle personal information in a way that is consistent with the Australian Privacy Principles.

7. Children's privacy

Our programs are delivered to school students through partnerships with schools. Student personal information is provided to us by partner schools and is used solely for the purpose of delivering the 'Money Confidence' program. We treat student information with the highest level of care and do not use it for marketing or advertising purposes. Our public website is used by people of all ages, and the website cookies and tracking described in section 8 apply to all visitors.

8. Cookies and tracking

Our website uses cookies and similar technologies. Some are essential to make the site work. Others are optional and help us understand how our website is used, improve your experience, and measure and personalise our marketing and advertising. These include analytics, advertising and session-recording tools provided by third parties.

Optional cookies are switched on when you visit our website. You can switch them off by selecting "Decline" on our cookie banner. To change your choice later, clear the cookies and site data for our website in your browser, or manage cookies through your browser settings. Where the law of your location requires your consent first, we'll ask for it before using optional advertising cookies.

9. Website forms

If you type your email address into one of our enquiry or download forms, we may receive it, along with any name you've entered and the page you were on, even if you don't submit the form. We use this only so our team can follow up with you about your enquiry. We won't add you to a mailing list unless you submit a form or subscribe.

10. Email newsletters

We'll only send you marketing emails, such as Dollhairs & Sense or new editions of the School Leavers Money Bible, if you've signed up for them. Every email includes an unsubscribe link, and you can unsubscribe at any time.

11. Access and correction

You have the right to request access to and correction of your personal information. To make a request, please contact us using the details below. We'll respond within a reasonable time, usually within 30 days.

12. Complaints

If you have a complaint about how we've handled your personal information, please contact us using the details below. We'll acknowledge your complaint, investigate it and respond in writing, usually within 30 days. If you're not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or on 1300 363 992.

13. Contact us

If you have any questions about this Privacy Policy or wish to make a request or complaint, please contact us:

Email: enquiry@moneyvest.com.au
Phone: 1300 859 758
Post: PO BOX 191, Stanhope Gardens NSW 2768

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  • 1300 859 758
  • enquiry@moneyvest.com.au
  • PO Box 191, Stanhope Gardens NSW 2768

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