LEGAL

Privacy Policy

Last updated: January 2026

InvestNest Pty Ltd ("InvestNest", "we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and disclose personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth).

1. What information we collect

We collect the following types of personal information:

  • Identity information: name, date of birth, contact details
  • Contact information: email address, phone number, postal address
  • Financial information: deposit capital, properties owned, investment timeframe (collected via Investor Profile form)
  • Technical information: IP address, browser type, device information, cookies
  • Communication records: emails, call notes, meeting summaries

2. How we collect information

  • Through forms on this website (Lead Magnet, Investor Profile, Newsletter)
  • Through Calendly bookings
  • Through direct communication (email, phone, meetings)
  • Through analytics tools (Google Analytics, Microsoft Clarity)

3. Why we collect information

  • To assess fit for our services
  • To deliver our services and communicate with you
  • To refer you to our vetted partner ecosystem (with your consent)
  • To send you marketing communications (with your consent, opt-out anytime)
  • To comply with our legal and regulatory obligations

4. Who we share information with

We share your personal information only with:

  • Our vetted partner ecosystem (mortgage broker, conveyancer, accountant, property manager) — only with your explicit consent
  • Service providers who help us operate our business (CRM, email platform, analytics)
  • Government and regulatory bodies, where required by law

We do not sell your personal information. Ever.

5. How we store and protect information

Your information is stored in our CRM (Zoho) and protected by industry-standard security measures including encryption in transit and at rest. We retain personal information only as long as needed for the purpose for which it was collected, or as required by law.

6. Your rights

Under the Privacy Act 1988, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Withdraw consent for marketing communications at any time
  • Make a complaint to the Office of the Australian Information Commissioner (OAIC)

7. Cookies

Our website uses cookies to improve user experience and for analytics. You can disable cookies in your browser settings, though some features of the site may not function properly.

8. Contact

For privacy concerns or requests, contact us at privacy@investnest.com.au.

Disclaimer: This privacy policy template should be reviewed by a qualified Australian privacy lawyer before publishing. State and federal regulations may require specific additional clauses based on your specific operations.