Before we get started

This is the legal bit we need to cover before getting to your plan.

Because we do everything online and collect personal information, we're required to get your consent and confirm your understanding before providing any personal advice.

Once you've read the Privacy collection statement and agree to proceed, you'll receive an instant email providing guidance and access to your personal advice portal.

Free access is limited to Investment options inside super. Advice on other topics is available and explained within your account.

Privacy collection statement

Otivo Pty Ltd ABN 47 602 457 732 (Otivo, we, us, or our) is committed to protecting your privacy. We collect your personal information from you (or your partner) when you (or your partner) register on, and use our platform to create financial plans.

We use the personal information we collect for the purpose of providing advice on your financial situation. We do not trade, rent or sell your information or disclose it to any third parties.

Our Privacy Policy contains more information about how to access and correct the information we hold about you and how to make a privacy related complaint. You can read it by visiting our website Privacy Policy.

Proceeding with the advice

I understand that the advice is provided by Otivo (Otivo Pty Ltd ABN 47 602 457 732 AFSL + Australian Credit Licence 485665) and is limited and does not cover all aspects of my circumstances. I agree to receive all communications electronically.