At Investor Assist, we respect and protect the privacy of our clients, prospective clients and other visitors to our website.

This Privacy & Data Collection Statement explains how personal information is collected, used, disclosed and protected.
This Privacy Statement applies to:

  • Investor Assist websites
  • Marketing activities
  • Products and services
  • Existing client databases
  • Prospect databases
  • Events and webinars
  • Online forms and calculators
  • Customer portals and digital experiences
  • Mobile applications and tools that may be introduced from time to time

Clients, prospective clients and website visitors may update their personal information or communication preferences through Investor Assist or by contacting us directly.

Investor Assist and the ABN Group

Investor Assist is part of the ABN Group Family of Companies.

Information collected through Investor Assist may belong to the ABN Group and may be utilised by Investor Assist and other ABN Group businesses to deliver products, services, customer support, marketing communications and related business activities.

As at the date of this Privacy Statement, ABN Group companies include, but are not limited to:

  • Investor Assist
  • Boutique Homes
  • Homebuyers Centre
  • Resolve Finance
  • Bluebay Home Loans
  • ABN Group
  • Other related entities within the ABN Group from time to time

References in this Privacy Statement to we, us, our or ABN Group include Investor Assist and relevant ABN Group entities, where applicable.

Information Collection and Use

What Personal Information Do We Collect? The types of personal information collected will depend upon the nature of our interaction with you.

How and When We Collect Information

We may collect personal information when you:

  • Visit our website
  • Submit an enquiry
  • Download a guide or report
  • Register for a webinar or event
  • Book a consultation
  • Contact us by phone or email
  • Engage with us via social media
  • Use online calculators or assessment tools
  • Participate in surveys or market research
  • Interact with live chat services
  • Interact with AI-enabled customer support tools
  • Request information about investment opportunities

We may also collect information from:

  • Mortgage brokers
  • Lenders
  • Finance providers
  • Property developers
  • Land providers
  • Referral partners
  • Professional advisers
  • Publicly available sources
  • Other ABN Group companies

Where reasonable and practicable, we will collect personal information directly from you.

Why We Collect Personal Information

We may collect, hold and use personal information to:

  • Identify and communicate with you
  • Respond to enquiries
  • Provide requested products or services
  • Assess your suitability for certain property opportunities
  • Facilitate introductions to finance providers
  • Facilitate introductions to mortgage brokers
  • Facilitate introductions to financial advisers, accountants, solicitors and other professional services
  • Match potential property opportunities to your goals
  • Deliver educational content and investment resources
  • Manage customer relationships
  • Improve customer experiences
  • Conduct research and analysis
  • Understand customer needs and preferences
  • Manage our business operations
  • Meet legal and regulatory obligations
  • Protect against fraud and security incidents

Direct Marketing

Investor Assist and ABN Group companies may use personal information to provide:

  • Property investment opportunities
  • Educational resources
  • Market insights
  • Events and webinars
  • Finance-related information
  • Property-related products and services
  • Other products and services that may reasonably be relevant to your interests

Marketing communications may be delivered through:

  • Email
  • Telephone
  • SMS
  • Direct mail
  • Social media
  • Online advertising

By providing your information to Investor Assist, you consent to being contacted regarding products and services unless you opt out.
You may opt out at any time by:

  • Using unsubscribe links
  • Updating communication preferences
  • Contacting Investor Assist directly

Website Analytics, Cookies and Tracking Technologies

Investor Assist uses cookies and related technologies to improve website functionality, customer experience and marketing effectiveness.

These technologies may include:

  • Google Analytics
  • Google Ads
  • Google Tag Manager
  • Server-Side Google Tag Manager (SSGTM)
  • Meta Pixel
  • Meta Conversions API
  • CRM platforms
  • Marketing automation platforms
  • Customer portals
  • Live chat services
  • AI-powered customer communication tools

Information collected through these technologies may include:

  • Pages viewed
  • Time spent on website
  • Visitor behaviour
  • Device information
  • Campaign source information
  • Conversion information
  • Form interactions

This information helps us improve our products, services, website performance and marketing effectiveness.

Remarketing and Advertising

Investor Assist may use third-party advertising and remarketing platforms including:

  • Google
  • Meta (Facebook and Instagram)
  • LinkedIn
  • YouTube
  • Other digital advertising networks

Where permitted by law, contact information and website behavioural information may be used to create audience segments and deliver more relevant advertising.
Third-party advertising providers operate under their own privacy policies and practices.

Finance Introductions and Referral Services

Investor Assist may introduce you to:

  • Mortgage brokers
  • Lenders
  • Finance providers
  • Financial advisers
  • Accountants
  • Solicitors
  • Conveyancers
  • Property managers
  • Builders
  • Property developers
  • Other professional advisers relevant to your investment journey

Where necessary to facilitate a requested service, Investor Assist may disclose relevant personal information to these parties.
We will only provide information reasonably necessary to facilitate the relevant service.

Disclosure of Personal Information

We may disclose personal information to:

  • ABN Group companies
  • Mortgage brokers
  • Lenders and finance providers
  • Property developers
  • Land providers
  • Builders
  • Financial advisers
  • Accountants
  • Lawyers and conveyancers
  • Professional consultants
  • Technology providers
  • Marketing providers
  • Analytics providers
  • Research providers
  • Government agencies\
  • Regulators
  • Courts, tribunals and dispute-resolution bodies
  • Related entities and contractors

We do not sell personal information to unrelated third parties.

Overseas Disclosure

Some service providers used by Investor Assist may store or process information outside Australia.
Where this occurs, we take reasonable steps to ensure that those service providers maintain appropriate privacy and security protections.

Data Security

Investor Assist takes reasonable steps to protect personal information against:

  • Misuse
  • Interference
  • Loss
  • Unauthorised access
  • Unauthorised disclosure
  • Unauthorised modification

Measures may include:

  • Secure hosting environments
  • Access controls
  • Authentication systems
  • Encryption technologies
  • Security monitoring
  • Internal governance processes

Access, Correction and Complaints

You may request:

  • Access to personal information we hold about you
  • Correction of inaccurate information
  • Removal from marketing communications
  • Information regarding our privacy practices

If you have a privacy complaint, we encourage you to contact us so we can investigate and respond appropriately.

Changes to this Statement

Investor Assist may update this Privacy & Data Collection Statement from time to time.
The latest version will be published on the Investor Assist website and will take effect from the date of publication.

Contact Us

Investor Assist
ABN Group VIC
81 Lorimer Street
Docklands VIC 3008
Email: privacy@abngroup.com.au
Phone: 13 16 88
Website: investorassist.com.au/privacy-policy