Why H Connect International for Paraplanning: Fortified Information Security

Why H Connect International for Paraplanning: Fortified Information Security

Security is the primary concern when entrusting paraplanning functions to an external provider.

Financial advisory firms demand the highest standards of data protection, and the team at H Connect International always delivers.

As a subsidiary of the Hirdaramani group, with a 100-year legacy, a partnership with H Connect International comes with an absolute guarantee of security.

Data privacy lies at the foundation of our operations.

We've built a comprehensive framework to safeguard your data and your client's sensitive information.

Our proven track record of delivering secure paraplanning services has earned the trust of financial advisors throughout Australia.

Here is how:

Regulatory Guidelines

We follow globally benchmarked regulatory guidelines as a practice, along with all client-specific requirements.

  • GDPR (General Data Protection Regulation): Adherence to data protection laws enforced by the European Union, ensuring compliance with strict standards for data collection, storage, processing, and handling.
  • DPA (Data Protection Act): Compliance with the Privacy Act 1988, Australia, that provides a strong framework for protecting personal data.

Compliance Standards

  • ISO/IEC 27001:2022: With ISO compliance, we maintain a systemic approach to establishing, maintaining, and continuously improving an Information Security Management system (ISMS) to minimize the risk of breaches.

Best Practices

Additionally, we have established rigorous best practices to complement the frameworks and regulations already in place, ensuring absolute security on all fronts.

  • Regular risk assessments: We conduct internal audits to ensure adherence to ISMS and external, independent audits by partnering with renowned auditors like KPMG to identify potential blind spots.
  • Data encryption: Our strong encryption algorithms protect data both at rest and in transit.
  • Password rotation: Regular password rotation policy, together with strong password protocols eliminates the risk of stolen credentials.
  • Role-Based Access controls: Granular access controls limit user permissions based on their roles and responsibilities.
  • User activity monitoring: All employees use company-issued devices that track user activity to detect and respond to any suspicious activity immediately.
  • Client-designated servers: We use client-dedicated servers for client data to ensure isolation and confidentiality.
  • WFO/WFH security policies: Our security measures include both physical and digital protection. For clients who prefer on-site work, we provide your team with a secure office environment with access controls and surveillance. To safeguard data for remote employees, we use Data Loss Prevention (DLP) solutions that restrict the transfer of sensitive data outside authorized channels.


Rest assured; your data is in the safest hands possible.

Contact us today to discover how our secure, tailored paraplanning solutions can transform your financial planning capabilities.


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