Privacy Policy

Our Commitment to Your Privacy

Dominion Partners (“we”, “our” or “us”) is committed to protecting your privacy and handling your personal information responsibly.

We understand that the information you share with us is personal and confidential.

We collect, use, store and disclose personal information only where reasonably necessary to deliver your Dominion Membership, comply with our legal obligations and improve our services.

This Privacy Policy explains how we manage your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

About Dominion Partners

Dominion Partners is an ongoing financial organisation, accountability and coordination membership. Through the Dominion Method™, we help individuals, couples, families and business owners better understand, organise and monitor their financial position.

Our membership includes services such as:

• Dominion Snapshot™
• Dominion Insights™
• Dominion Blueprint™
• Dominion Pulse™
• Dominion Progress™
• Dominion Compass™
• Dominion Checkpoint™
• Dominion Summit™

Dominion Partners does not provide financial advice, taxation advice, legal advice, investment advice, insurance advice, credit assistance or financial product recommendations.

The Information We Collect

Depending on your interaction with Dominion Partners, we may collect:

How We Collect Information

We may collect information directly from you through:

• Discovery Meetings
• Membership enquiries
• Website enquiry forms
• Online application forms
• Dominion Pulse™ submissions
• Emails
• Telephone conversations
• Video meetings
• Client uploads
• Surveys
• Website analytics

Where authorised by you, we may also receive information from your nominated professional advisers.

Why We Collect Information

We collect personal information so we can:

• Deliver your Dominion Membership.
• Prepare membership deliverables.
• Maintain your Dominion Method™ records.
• Track progress throughout your membership.
• Prepare reports.
• Schedule meetings.
• Send reminders.
• Communicate with you.
• Improve our services.
• Comply with legal obligations.

Artificial Intelligence

Dominion Partners uses proprietary technology to assist in delivering membership services. Artificial Intelligence may assist with:

• Organising information;
• Identifying missing information;
• Preparing draft reports;
• Tracking membership progress;
• Maintaining records;
• Drafting client communications; and
• Supporting Dominion Partners’ internal workflows.

Artificial Intelligence is used to improve efficiency and consistency. Artificial Intelligence does not:

• Provide financial advice;
• Make financial decisions;
• Recommend financial products;
• Replace licensed professionals.

Where Artificial Intelligence assists in preparing client-facing documents, those outputs are reviewed by Dominion Partners before being provided to you.

Technology & Third-Party Platforms

To deliver our services, Dominion Partners may use reputable third-party providers, including:

• Google Workspace;
• Google Drive;
• Google Sheets;
• Gmail;
• Google Meet;
• Telegram;
• Hermes;
• Artificial Intelligence™;
• Fathom;
• GoHighLevel (GHL);
• Stripe;
• Calendly;
• Webflow;
• n8n;
• Compose.io;
• Cloud storage providers;
• AI service providers;
• CRM platforms;
• Secure payment providers.

These providers may change as our technology evolves.

Professional Coordination

With your authority, Dominion Partners may communicate with your nominated:

• Accountant;
• Financial Adviser;
• Mortgage Broker;
• Lawyer;
• Insurance Adviser;
• Other professional advisers.

This communication is limited to coordinating information necessary to deliver your membership.

Disclosure of Personal Information

We may disclose information:

• To trusted technology providers;
• To authorised contractors;
• To professional advisers authorised by you;
• Where required by law;
• Where necessary to protect our legal rights.

Dominion Partners does not sell personal information.

Storage & Security

We take reasonable steps to protect your information against:

• Unauthorised access;
• Misuse;
• Loss;
• Alteration;
• Disclosure.

Information may be stored electronically using reputable cloud providers and secure business systems.

Overseas Disclosure

Some technology providers may process information outside Australia.

Where this occurs, Dominion Partners takes reasonable steps to engage reputable providers with appropriate security standards.

Data Retention

We retain personal information only for as long as reasonably necessary to:

• Provide membership services;
• Comply with legal obligations;
• Resolve disputes;
• Maintain business records.

When information is no longer required, we will securely destroy or de-identify it where appropriate.

Marketing Communications

We may send you:

• Membership updates;
• Newsletters;
• Educational content;
• Event invitations;
• Service announcements.

You may unsubscribe from marketing communications at any time.

Operational communications relating to your membership will continue where reasonably necessary.

Cookies & Website Analytics

Our website may use cookies and analytics technologies to:

• Improve website performance;
• Understand visitor behaviour;
• Measure marketing performance;
• Improve user experience.

You may adjust your browser settings to manage cookies.

Access & Correction

You may request access to your personal information or request corrections where your information is inaccurate, incomplete or out of date.

Requests should be made in writing using the contact details below.

Changes to This Policy

We may update this Privacy Policy from time to time.
The latest version will always be published on our website.
Where material changes are made, we will take reasonable steps to notify members.

Contact Us

Dominion Partners
Email: hello@dominionpartners.com.au
Website: www.dominionpartners.com.au

Privacy Complaints

If you believe we have breached your privacy, please contact us.

We will:

• Acknowledge your complaint;
• Investigate the matter;
• Provide a response within a reasonable timeframe.

If you remain dissatisfied, you may contact the Office of the Australian Information Commissioner (OAIC).

Important Disclaimer

Dominion Partners provides financial organisation, accountability and coordination services only.

Dominion Partners does not provide:

• Financial advice;
• Investment advice;
• Taxation advice;
• Legal advice;
• Insurance advice;
• Credit assistance;
• Financial product recommendations.

Clients remain solely responsible for all financial decisions and should seek independent advice from appropriately qualified professionals where required.