Who we are
Invested Financial Group Pty Ltd (ABN 20 691 512 651), trading as Invested Finance, provides life-skill building services focused on budgeting, saving, shopping and managing money safely.
Suite 404, 7 Jeffcott St, West Melbourne VIC 3003
Phone: 0415 648 786
Email: hello@investedfinance.com.au
Information collected
The enquiry form collects the details entered by the person enquiring, such as their name, contact details, location and the type of support they are interested in. We use this information to respond to the enquiry and discuss possible next steps.
Please do not include an NDIS number, diagnosis, health information, bank details, card information, passwords or PINs in the enquiry form. These details are not needed to start a conversation.
How enquiry information is handled
Website enquiries are submitted to HubSpot and managed in Invested Finance’s HubSpot account. The account’s data hosting location is Australia. HubSpot advises that, in limited cases, some processing by its service providers or by users accessing the account from other regions may occur outside that hosting location. Read HubSpot’s data-hosting information.
Invested Finance limits access to enquiry details to people who need them to respond and provide follow-up. We keep the information while it is needed to manage the enquiry or any resulting relationship, and then delete or de-identify it unless we need to retain it for legal or business recordkeeping purposes.
Access, correction or a privacy concern
To ask about personal information, request access or correction, or raise a privacy concern, contact Invested Finance using the phone number or postal address above. We will explain the next step and how the concern will be handled.
More information about Australian privacy principles is available from the Office of the Australian Information Commissioner.
Keeping this policy current
This policy must be updated if the live enquiry form, data storage or other information-handling practices change.
Last updated: 3 November 2026