The Freedom Gameplan

Privacy Disclosure

How we collect, use, and protect your information as you participate in The Freedom Gameplan.

Your Privacy Matters

At OnPoint Wealth Coaching, your privacy matters.

The Freedom Gameplan is designed to help you explore opportunities to create more freedom, flexibility, and choice. To personalise your experience, we collect information you voluntarily provide through assessments, questionnaires, planning exercises, scorecards, forms, and other activities within the program.

We may collect information such as your name, email address, phone number, business information, assessment responses, goals, planning preferences, and other information you choose to share.

How We Use Your Information

We use this information to:

  • Personalise your experience.
  • Generate assessments, reports, insights, and recommendations.
  • Track your progress through The Freedom Gameplan.
  • Communicate with you regarding your results, progress, next steps, and program updates.
  • Deliver educational content, reminders, coaching resources, and planning tools.
  • Improve our programs and participant experience.

Program Communications

By participating in The Freedom Gameplan, you consent to receiving communications related to your participation, including scorecard results, progress updates, personalised recommendations, Freedom Gameplan insights, reminders, educational content, and invitations to relevant programs, services, or consultations.

These communications may be sent by email, phone, text message, or other communication methods you provide. You may unsubscribe from promotional communications at any time; however, service-related communications necessary to deliver The Freedom Gameplan may continue.

Technology, Automation, And Service Providers

The Freedom Gameplan may use secure technology platforms, automation tools, and artificial intelligence systems to enhance your experience and provide personalised insights. Information may be shared with trusted service providers who assist in delivering the program and who are required to maintain appropriate confidentiality and security standards.

We Do Not Sell Your Personal Information

We do not sell your personal information.

How We Protect Your Information

We take reasonable steps to protect your information using physical, administrative, and technological safeguards designed to prevent unauthorised access, disclosure, or misuse.

Your Choices And Rights

You may request access to your personal information, request corrections, or withdraw consent where permitted by law.

Your Agreement

By accessing or participating in The Freedom Gameplan, you acknowledge and agree to this Privacy Disclosure and consent to the collection, use, disclosure, and retention of your information as described above.