Privacy notice

This notice explains how Valuation Group Pty Ltd (ACN 702 469 252), which operates Valuo ("we", "us"), handles personal information collected through this website and in the course of a valuation engagement. We handle personal information in accordance with the Australian Privacy Principles in the Privacy Act 1988 (Cth).

What we collect

Enquiries. When you use the enquiry form or contact us by phone or email we collect the details you give us: your name, email address, phone number, the purpose of the valuation and anything you write in the message. The form also records the page you were on and how you arrived at the site: the channel that brought you (for example a search engine or an advertisement), the landing page, the referring site, any campaign tags in the link, the advertising click identifier and the time of your first visit. It also records your approximate country and your browser type (user agent), so we can understand which channels produce genuine enquiries. To limit abuse, a keyed one-way hash of your IP address and of your email address is kept briefly; it is not stored with your enquiry and is deleted after it expires.

Calculator breakdowns. The business valuation calculator runs in your browser, and nothing you type into it is sent to us unless you ask for the breakdown by email. If you do, we receive your email address, the figures you entered and the range the calculator computed from them, together with the page you were on, how you arrived at the site (the same details as for an enquiry: the channel, the landing page, the referring site, any campaign tags in the link, the advertising click identifier and the time of your first visit), your approximate country and your browser type (user agent). The request opens a record in our practice management system, like an enquiry, and is retained on the same basis as enquiries. We use the information to email you the breakdown and may follow up once. Our email provider, Resend, sends the breakdown. To limit abuse, a keyed one-way hash of your IP address and of your email address is kept briefly; it is not stored with your request and is deleted after it expires. The same applies when you ask for a breakdown from the calculator on one of our sister brands' websites.

Engagements. If you engage us we collect the information needed to prepare the valuation: financial statements, ownership documents, agreements, correspondence and business background. That information usually relates to a business, but it can include personal information about owners, staff, customers and related parties.

Website analytics. We use Google Analytics 4 with IP anonymisation to understand how the site is used: pages viewed, links clicked, forms started and the calculator used. Analytics data is aggregated and does not identify you. The calculator itself runs in your browser: the figures you enter are not sent to us unless you ask for the breakdown by email, as described above.

Cookies. Analytics sets cookies that distinguish one browser from another. You can block them in your browser without affecting the site. We do not use advertising or remarketing cookies.

How we use it

• To respond to your enquiry, scope the engagement and provide a fee.
• To email you a calculator breakdown you asked for, and to follow up on it once.
• To prepare, review and deliver the valuation report you have engaged us for.
• To keep a record of our work, as our professional obligations require.
• To improve the site and understand which channels bring genuine enquiries.

We do not sell personal information, we do not send marketing email without your consent, and we do not use your information for any purpose unrelated to the enquiry or engagement.

Who sees it

• Our systems. The website's own copy of an enquiry or calculator breakdown request is kept in an encrypted store hosted by Cloudflare and deleted automatically after 90 days. Every enquiry and calculator request is also recorded as a matter in our practice management system, hosted by Cloudflare; that record is kept while we need it to respond and to meet our record-keeping obligations, and is deleted on request. Engagement matters are recorded in our practice management system, hosted by Cloudflare, with documents held for the period our professional obligations require.
• Email delivery. Enquiry notifications, acknowledgements and calculator breakdowns are sent through Resend, a transactional email provider.
• Analytics. Google receives anonymised usage data as described above.
• The company. Valuo is operated by Valuation Group Pty Ltd, which also operates other valuation brands. Information you give us through this site is held by that company and handled by its own team, in its practice management system.

We do not disclose your information to anyone else unless you authorise it (for example to your accountant or lawyer), the law requires it, or it is necessary to deliver the engagement.

Overseas disclosure

Cloudflare, Resend and Google operate infrastructure outside Australia. Data may be processed on servers in other countries, protected by the contractual and security commitments those providers make.

Security

Documents are exchanged through private links, transmitted over encrypted connections and stored in encrypted systems. Only the people working on your matter can access them.

Your rights

You may ask to access or correct the personal information we hold about you, or ask us to delete enquiry or calculator information, including the record in our practice management system, by emailing [email protected]. We respond within 30 days. If you are not satisfied with our response you may complain to the Office of the Australian Information Commissioner (oaic.gov.au).

Contact

Valuation Group Pty Ltd, which operates Valuo. Double Bay NSW 2028. [email protected]. 0433 475 518.