Privacy Policy

Last updated: March 2026

Portfolia AI Advisory ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit www.portfoliaai.com or contact us directly.

1. Information we collect

We may collect the following types of information:

• Contact information — your name, email address, and any details you provide when you reach out via our contact form or email.
• Usage data — information about how you interact with our website, including pages visited, time spent, and referring sources, collected via standard analytics tools.
• Communications — records of correspondence if you contact us by email or through the website.

2. How we use your information

We use the information we collect to:

• Respond to your enquiries and assess whether an engagement is a fit.
• Communicate with you about services, engagements, and relevant updates.
• Improve the quality and performance of our website.
• Meet any legal or regulatory obligations that apply to us.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. Legal basis for processing

Where applicable under the Australian Privacy Act 1988 and the GDPR (for contacts in the European Economic Area), we process your personal data on the following bases:

• Legitimate interests — to respond to enquiries and operate our advisory practice.
• Consent — where you have expressly provided information to us for a specific purpose.
• Legal obligation — where we are required to process data by law.

4. Data retention

We retain personal information only for as long as is necessary for the purposes set out in this policy, or as required by law. Enquiry and correspondence records are typically retained for up to three years unless an ongoing engagement relationship exists.

5. Cookies and analytics

Our website may use cookies and third-party analytics tools (such as Google Analytics) to understand how visitors interact with the site. These tools collect information in aggregate and do not identify individuals. You can disable cookies through your browser settings at any time.

6. Third-party services

Our website is hosted on Webflow. We may use third-party tools for scheduling, email, and analytics. Each of these services has its own privacy policy governing how data is handled. We only use services that meet appropriate data protection standards.

7. Your rights

Depending on your location, you may have the following rights regarding your personal data:

• The right to access the personal information we hold about you.
• The right to request correction of inaccurate data.
• The right to request deletion of your data, subject to legal obligations.
• The right to object to or restrict certain types of processing.
• The right to data portability, where applicable.

To exercise any of these rights, please contact us at hello@portfoliaai.com.

8. Data security

We take reasonable technical and organisational measures to protect your personal information against unauthorised access, loss, or misuse. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

9. Links to other websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any personal information.

10. Changes to this policy

We may update this Privacy Policy from time to time. The most current version will always be available at www.portfoliaai.com/privacy. We will note the date of the last update at the top of this page.

11. Contact

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

Portfolia AI Advisory
hello@portfoliaai.com
www.portfoliaai.com