Privacy & Advertising Notice

What we collect

When you take the Financial Freedom Scorecard, we collect the answers you select and the contact details you enter at the final step: your first name, email address and phone number. We also record anonymous usage information such as which questions were viewed and how long the assessment took.

How we use it

We use your answers to produce your Financial Freedom Profile and your recommended next step, and we use your contact details to send you your result and related follow-up communication. Your information is stored in our customer relationship management system.

Advertising measurement

This site uses the Meta pixel, a measurement tool provided by Meta Platforms, Inc. (Facebook and Instagram). The pixel places cookies in your browser and sends Meta information about your visit — the pages you view on this site and whether you completed the assessment — so we can measure the performance of our advertising and improve which ads are shown.

The pixel does not send Meta your name, email address, phone number, quiz answers or your result. It is not loaded at all for visitors in the European Economic Area, the United Kingdom or Switzerland.

Your choices

You can block or delete advertising cookies in your browser settings at any time, use your browser's "Do Not Track" or tracking-prevention features, or manage how Meta uses your activity in your Facebook or Instagram ad preferences. You can also ask us to delete your details by replying to any email you receive from us.

Additional policies

This notice supplements our full privacy policy, terms & conditions and disclaimer.