Privacy Policy

At The Simple Budget, your privacy matters.

This Privacy Policy explains how The Simple Budget collects, uses, stores and protects personal information when you visit this website, make an enquiry, purchase a product, join the mailing list, book a service, attend a workshop or contact Jackie.

Who we are

The Simple Budget is owned and operated by Jackie Matjasec.

Website: www.thesimplebudget.com.au
Email: jackie@thesimplebudget.com.au

What personal information we collect

We may collect personal information when you:

Submit an enquiry form
Book or enquire about a service
Join the mailing list
Purchase a product
Download a resource
Attend a workshop or event
Contact us by email, phone, social media or through the website

The information we collect may include:

Your name
Email address
Phone number
Organisation or business name, if relevant
Billing and shipping details
Order details
Workshop or service enquiry details
NDIS-related enquiry details you choose to provide
Messages, feedback or form responses
Mailing list preferences
Website usage information, such as pages visited or links clicked

Please only share information you are comfortable providing.

Sensitive information

Sometimes you may choose to provide information about your personal circumstances, NDIS support needs, money goals, financial stress or other sensitive details when making an enquiry or working with The Simple Budget.

We only collect this information when you choose to provide it, and we use it only for the purpose of understanding your enquiry, delivering support, responding to your request or providing services.

Please do not include detailed personal, medical, financial, legal or confidential information in website forms unless it is necessary for your enquiry.

How we collect information

We may collect personal information:

Directly from you when you complete a form, email, call or make a purchase
Through website forms and booking/enquiry tools
Through payment and checkout systems
Through mailing list sign-up forms
Through workshop registrations or event enquiries
Through website analytics and cookies
From a parent, carer, support worker, plan manager, support coordinator, organisation or provider who contacts us on your behalf

Why we collect and use your information

We collect and use personal information to:

Respond to enquiries
Book and deliver services
Provide workshops, mentoring, courses and resources
Process orders and payments
Deliver physical and digital products
Send book launch updates, newsletters or practical money tips if you have subscribed
Manage customer service and support requests
Keep business records
Improve the website, services and resources
Comply with legal, tax, accounting and administrative obligations

We do not sell your personal information.

Mailing list and marketing emails

If you join the mailing list, book launch list or newsletter, we may send you updates about books, resources, workshops, courses, practical money tips and The Simple Budget news.

You can unsubscribe at any time by using the unsubscribe link in the email or by contacting jackie@thesimplebudget.com.au.

Payments and online purchases

When you purchase products or services, payments may be processed through third-party platforms such as website checkout tools, Payhip, payment gateways or other secure providers.

The Simple Budget does not store full credit card details.

Payment providers may collect and process information according to their own privacy policies and terms.

Third-party platforms and services

The Simple Budget may use third-party platforms and tools to run the website, process payments, manage email subscriptions, deliver digital products, host online courses, manage forms, track website performance or communicate with customers.

These may include services such as:

Website hosting and store platforms
Email marketing platforms
Payment processors
Payhip or digital product platforms
Google services, including Google Business Profile, Google Analytics, Google Forms or Google Workspace
Social media platforms
Booking, form or automation tools

These providers may store or process information in Australia or overseas, depending on their systems and locations.

Cookies and website analytics

This website may use cookies and similar technologies to help the website work properly, understand how visitors use the site, improve user experience and support basic analytics.

Cookies may collect information such as browser type, device information, pages visited, time spent on the site and referral sources.

You can usually adjust cookie settings through your browser.

How we store and protect information

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

Information may be stored in secure digital systems, email accounts, website platforms, payment systems, cloud storage, customer records and business administration tools.

No online system is completely risk-free, but we aim to use reasonable security measures and only keep information for as long as needed for business, legal, tax or administrative purposes.

Sharing personal information

We may share personal information only where necessary to:

Respond to your enquiry
Deliver a product, service, course, workshop or resource
Process payments and orders
Work with a relevant organisation, provider, school, library, council, plan manager or support coordinator where you have provided consent or where it is needed to deliver the service
Use trusted third-party systems and service providers
Meet legal, accounting, tax, insurance or administrative requirements
Respond to a serious safety concern, legal obligation or lawful request

We do not sell personal information.

NDIS and participant enquiries

If you contact The Simple Budget about NDIS Money Skills support, you may choose to share information about goals, support needs, plan type, participants, family members, support workers, plan managers or support coordinators.

This information is used to understand the enquiry, check whether the support may be suitable, prepare service information, communicate with relevant parties where appropriate and deliver the agreed service.

Where another person contacts us on behalf of a participant, we may ask for confirmation that they have authority or consent to do so.

Accessing or correcting your information

You can contact us to request access to the personal information we hold about you or to ask for it to be corrected.

Please email: jackie@thesimplebudget.com.au

We may need to confirm your identity before providing access or making changes.

Complaints or privacy concerns

If you have a privacy concern or complaint, please contact us first so we can try to resolve it.

Email: jackie@thesimplebudget.com.au

Please include your name, contact details and a brief description of your concern.

We aim to acknowledge privacy complaints within 3 business days and respond within a reasonable timeframe.

If you are not satisfied with the response, you may be able to contact the Office of the Australian Information Commissioner for further information about privacy rights and complaints.

Overseas disclosure

Some third-party platforms used by The Simple Budget may store or process information outside Australia.

This may include website hosting, email marketing, payment processing, digital product delivery, analytics, social media or cloud-based systems.

Where possible, we use reputable service providers and take reasonable steps to protect personal information.

Children and young people

The Simple Budget provides money education resources that may be used by young people, families, schools, youth programs and community organisations.

If a child or young person contacts us directly, we may ask for parent, carer or guardian involvement where appropriate.

Changes to this Privacy Policy

This Privacy Policy may be updated from time to time.

The latest version will be available on this website.

Contact

For privacy questions, access requests or complaints, please contact:

The Simple Budget
Email: jackie@thesimplebudget.com.au
Website: www.thesimplebudget.com.au