Privacy Policy
How XAGENT collects, uses, and protects your data.
Last updated 24/06/2026.
Who we are
XAGENT is a property advisory and buyers agency brand operated by Surf Coast Concepts Pty Ltd (ABN 15 643 747 808). This policy explains how we collect, use, store, and protect your personal information.
What we collect
We collect information that helps us assess your situation and provide our advisory services, including:
- Your name, email, phone number, and location.
- Information you provide via forms, scorecards, calls, or our app.
- Financial information you share with us during a Clarity Brief or strategy session.
- Information about your interactions with our website (via cookies and analytics).
How we use your information
We use your information to:
- Deliver our advisory services (Clarity Brief, Wealth Engine Archetype, ongoing advisory).
- Send you relevant emails, resources, and follow-ups.
- Improve our products, content, and customer experience.
- Comply with legal and regulatory obligations.
Who we share it with
We do not sell your information. We only share it with:
- Trusted service providers (CRM, email, analytics, scheduling).
- Professional partners (mortgage brokers, accountants) — only with your explicit consent.
- Government or legal authorities where required by law.
How we store and protect it
Your information is stored on secure platforms and protected with industry-standard safeguards. We retain your information only for as long as it is needed for the purposes described above, or as required by law.
Your rights
You have the right to:
- Access the personal information we hold about you.
- Request corrections to inaccurate information.
- Request that we delete your information (subject to legal retention requirements).
- Opt out of marketing communications at any time.
Cookies
Our website uses cookies and similar tracking technologies to improve your experience and analyse traffic. You can disable cookies in your browser settings.
Changes to this policy
We may update this policy from time to time. The latest version will always be available on this page.
Contact us
Questions about this policy?
Reach us at: josh@xagent.com.au
Surf Coast Concepts Pty Ltd
Victoria, Australia
