Privacy Policy

Last updated: October 2026

This policy explains how Third Vision (a business name of The Trustee for The Whisper Strategies Trust) collects, uses and protects personal information when you use our website or deal with us as a customer or enquirer: through our forms, bookings, payments, phone lines, chat, text messages, emails, social media and meetings. We follow the Australian Privacy Principles as our standard.

What we collect

• Your name, contact details and business details when you fill in a form, book an appointment, call, email, chat or message us, including on social media.
• Your bookings, and the reminders we send you about them by email or text message.
• Payment details when you pay us. Card payments are handled by Stripe, and we never see or store your full card number.
• Recordings and transcripts of calls and voice chats with our AI assistant, and the content of website chats and text messages.
• Recordings and notes of meetings, when you have agreed to the meeting being recorded.
• Information about how you use our website, through cookies (see below).
• Public business information, such as LinkedIn profiles and company websites, to research and contact businesses we think we can help.

How we use it

To reply to you, book appointments and send reminders, deliver our services, send invoices, send you updates you can opt out of, and improve our website and advertising. We don't sell your information.

How we use AI

Our AI assistant, Alice, answers our phones and website chat, books appointments and sends some routine follow-up messages. Alice tells you she is an AI assistant and lets you know that calls are recorded. If you'd rather not be recorded, you can end the call at any time and email us instead.

We also use AI to take notes in meetings (we always ask before we record) and to help prepare our work. We may use general insights from meetings, with names and identifying details removed, to shape our own content, and we never quote you by name without your permission. Allan reviews every proposal and piece of advice before it reaches you.

We don't use AI to make decisions that significantly affect you. Our AI may suggest which service suits your business, for example based on its size, but Allan decides what we offer.

We use business versions of AI tools, and we don't put your personal information into free, public AI tools.

Emails and text messages

We send marketing emails and text messages only if you've agreed to receive them (for example, on one of our forms) or we already have a business relationship with you. Every marketing email has an unsubscribe link, and you can reply STOP to any marketing text message.

Cookies

Our website uses cookies so it works properly, so we can understand how it's used (Google Analytics), and so we can measure and show our ads (Google Ads). You can block or delete cookies in your browser settings. You can also opt out of Google Analytics at tools.google.com/dlpage/gaoptout and personalised ads at adssettings.google.com.

Who we share it with

Only with the providers that help us run the business (such as our CRM and booking platform, Microsoft 365, Stripe, Xero, and our AI and phone services), our professional advisers, or when the law requires it. Some of these providers store information outside Australia, including in the United States.

Keeping it safe

We bring 25+ years of IT security experience to protecting your information, with measures such as multi-factor authentication, access only for the people who need it, and secure, business-grade platforms.

How long we keep it

Only as long as we need it, or as the law requires (for example, financial records for 5 years). We keep meeting recordings for the length of our work together plus 12 months, or for 12 months after the meeting if you don't become a client.

Your choices

You can ask to see, correct or delete your information, or ask us to stop contacting you, by emailing [email protected]. We'll respond within 30 days. If you have a concern or complaint about how we handle your information, email us and we'll respond within 30 days.

Changes

We may update this policy from time to time. The date at the top shows the latest version.

Contact us

Third Vision
Email: [email protected]
Phone: +61 8 7744 6333 (Perth) or +61 2 5700 6333 (Sydney)