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Privacy Policy

Last Updated: June 2026

TrailSafe (trading as TrailSafe Financials) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and financial information in connection with our website and book acquisition valuation processes, in accordance with the Australian Privacy Principles (APPs) outlined in the Privacy Act 1988 (Cth). TrailSafe Financials is a registered business name of Asset Wise Financials Pty Ltd (ABN 42 672 725 610).

1. Information We Collect

We only collect personal information that is reasonably necessary for us to evaluate mortgage trail books and discuss exit and earn-out strategies. This includes:

  • Identity Details: Your full name and business trading details.
  • Contact Details: Your email address and phone number.
  • Business Details: The name of your current aggregator (e.g. Connective).
  • Financial Metrics: The estimated size of your annual trail book and run-off run rate.

2. How We Collect Information

We collect information directly from you when you complete forms on our website, request a valuation estimate, or communicate with us via email or phone. We do not acquire contact lists or broker details from unverified third parties.

3. How We Use Your Information

We use the collected information to:

  • Provide you with estimated earn-out and buyout valuations.
  • Arrange and conduct confidential consultation discussions.
  • Optimize and run our website and business services.
  • Ensure compliance with legal and regulatory obligations.

4. Strict Confidentiality and Third-Party Disclosure

Selling your trail book is highly sensitive. We treat all submission details with absolute confidentiality. We will never share, sell, or rent your personal or financial data to aggregators, lenders, or outside marketing parties without your explicit prior written consent, except where required by Australian law.

5. Data Security

We take all reasonable security measures to protect your personal information from unauthorized access, loss, misuse, modification, or disclosure. Data transmitted through our website forms is encrypted using SSL (Secure Sockets Layer). Access to your details is strictly restricted to authorized staff managing acquisition discussions.

6. Access and Correction

You have a right to access the personal information we hold about you and to request corrections if it is inaccurate, out of date, or incomplete. To request access or update your information, please contact us directly at james@trail-safe.com.au.

7. Contact and Complaints

If you have any questions about this Privacy Policy or believe we have breached the Australian Privacy Principles, please contact us. We take all inquiries seriously and will respond to resolve your concern promptly.