Straightforward, as it should be.
Our Privacy Policy and Terms of Engagement, in plain language. No fine print designed to catch you out.
Helm & Flint is committed to protecting your personal information and handling it responsibly. This Privacy Policy explains what information we collect, how we use it, and your rights in relation to it.
Helm & Flint operates in accordance with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth).
Who We Are
Helm & Flint is a business systems and growth consultancy (ABN 60 635 436 087). You can contact us at [email protected].
What Information We Collect
Website
- Name and contact details submitted via the intake form
- Analytics data (page visits, device type, location data via GA4)
- Any cookies or tracking pixels in use
Business Review, Stage One
- Business name, trading name, ABN
- Contact name and details
- Publicly available information researched and recorded (website, social profiles, Google Business Profile, reviews)
- Answers to the review questions covering business operations, clients, goals, and challenges
Business Review, Stage Two
- Confirmed operational detail provided directly by the client
- Revenue information, pricing, and service structure
- Internal process and workflow information
- Lead handling and client management detail
- Any platform access or account information shared for review purposes
Implementation
- Platform credentials or delegated access
- Client data handled within systems being built
- Financial information relevant to scoping and billing
- Ongoing operational data generated through implemented systems
Across all stages
- Communication records (email, voice messages)
- Any information voluntarily provided during discovery conversations
We do not collect sensitive information as defined under the Privacy Act.
Why We Collect It
We collect this information solely to research and prepare your complimentary Business Review and to contact you with our findings. We do not use your information for unsolicited marketing without your consent.
How We Use and Store Your Information
Your information is stored securely within our business management platform. We use third-party service providers to operate our business systems, and your information may be processed by those providers on our behalf. We take reasonable steps to ensure those providers handle your information appropriately.
We do not sell your personal information to any third party.
Implementation and Third-Party Data
Where Helm & Flint provides Implementation services, this may involve access to systems that hold personal information belonging to your own clients or customers. We take reasonable steps to handle any such information appropriately and only to the extent necessary to carry out the agreed work. Specific arrangements for handling this information may be addressed separately in your service agreement as our processes in this area continue to develop.
How Long We Keep Your Information
We retain your information for as long as is necessary to provide our services or as required by law. If you ask us to delete your information, we will do so promptly unless we are required by law to retain it.
Accessing or Correcting Your Information
You have the right to request access to the personal information we hold about you, and to ask us to correct anything that is inaccurate or out of date. To make a request, contact us at [email protected]. We will respond within a reasonable timeframe.
Complaints
If you have a concern about how we have handled your personal information, please contact us at [email protected]. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner at www.oaic.gov.au.
Changes to This Policy
We may update this policy from time to time. The current version will always be available on our website.
Please read these terms before submitting a request for a Business Review or engaging Helm & Flint in any capacity.
About Helm & Flint
Helm & Flint is a business systems and growth consultancy (ABN 60 635 436 087). We provide Business Reviews, in two complimentary stages, and paid implementation services to owner-operated service businesses.
The Complimentary Business Review
When you submit a request for a complimentary Business Review, Stage One, you are requesting that Helm & Flint research your business using publicly available information and provide observations and recommendations based on what we find. This may extend into a complimentary Business Review, Stage Two, examining your systems and workflows in more depth. There is no obligation on either party to proceed further at any stage.
Both stages of the Business Review are based solely on publicly available information and information you provide at the time of preparation. They represent our honest observations and are not a guarantee of any particular outcome or result.
Paid Engagements
Any paid engagement, being Implementation, will be agreed in writing before work commences. A separate service agreement will be provided at that stage, setting out the scope of work, fees, timelines, and terms specific to that engagement, and work only commences once that agreement is signed and payment received.
Nothing in these terms constitutes an agreement to provide paid services.
Accuracy and Limitations
Helm & Flint takes care to ensure the information in any review is accurate and honestly presented. However, we rely on publicly available information and information provided by you. We are not responsible for outcomes arising from information that was inaccurate, incomplete, or not disclosed to us.
Our services are recommendations and systems implementation, not legal, financial, or medical advice. Where specialist advice is required, we will say so clearly.
Intellectual Property
All documents, reports, and materials produced by Helm & Flint remain the intellectual property of Helm & Flint until full payment is received for any paid engagement. Upon receipt of full payment, ownership of deliverables created specifically for your business passes to you.
Limitation of Liability
To the maximum extent permitted by law, Helm & Flint's liability in connection with any service is limited to the amount paid by you for that service. We are not liable for indirect or consequential loss.
Nothing in these terms excludes any rights you may have under the Australian Consumer Law.
Privacy
We handle your personal information in accordance with our Privacy Policy, available on this page.
Governing Law
These terms are governed by the laws of Western Australia, Australia.
Contact
For any questions about these terms, contact us at [email protected].