Legal
Privacy Notice
Last updated: 15 August 2026
Your Financial Story is designed to help you reflect on how you make decisions around money, priorities and life. This notice explains what information may be collected when you use the site and how it is used. Your responses are stored on your own device while you complete the experience, so you can return to your story if you close the page.
What we collect
- Your assessment responses and the resulting Financial Story and persona. These are used to generate your result and, if you return to the site on the same device, to restore your progress.
- If you choose to ask Jason to contact you, your name, mobile number, preferred contact time if provided, and the relevant Financial Story context so Jason has context when contacting you.
- Basic usage, analytics and technical information to help understand site usage, improve the experience, troubleshoot issues and keep the site secure.
You can complete the Financial Story without giving Jason your name or mobile number. Contact details are only requested if you choose to ask Jason to contact you.
How we use it
- Provide the Financial Story experience and result.
- Remember your progress on the same device if you return to finish or review your story.
- Respond when someone asks Jason to contact them.
- Operate, maintain, secure and improve the website.
- Understand overall usage and completion patterns through analytics. Your result and answers are not shown to other visitors or shared on social media unless you choose to share your result yourself.
Service providers
The site uses service providers that help host, operate, store and analyse the website. They may process information only as needed to provide those services. We do not sell your personal information to third parties.
Retention
We keep personal information only for as long as it is reasonably needed for the purposes described above, or as required for legitimate business or legal reasons. Information that is no longer needed should be deleted or anonymised where appropriate.
Your choices
You may contact Jason to ask about your personal information, request a correction where applicable, or withdraw consent for future contact or use where applicable.
Data protection contact
For privacy-related questions or requests, contact Jason using the contact options on this website.
Changes
This notice may be updated from time to time. The latest version will always be shown on this page.