Privacy Policy

Our Privacy Commitment

We respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data.

Your trust is essential to our relationship, and we take our responsibility to protect your information seriously.

Information We Collect

We collect information that you provide directly to us and information automatically collected through your use of our website:

• Contact details including name, email address, and phone number
• Financial information relevant to providing our services
• Communication records from our interactions with you
• Website usage data and technical information from your visits

How We Use Your Information

We use your personal information for the following purposes:

• To provide financial planning consultations and services
• To communicate with you about your account and our services
• To improve our website and service offerings
• To comply with legal and regulatory requirements

Legal Basis for Processing

We process your personal data based on several legal foundations:

How We Share Information

We may share your information in the following limited circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or to comply with legal processes
• To protect our rights, property, or safety, or that of others

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Privacy Rights

You have several rights regarding your personal information:

• The right to access and receive a copy of your personal data
• The right to correct inaccurate or incomplete information
• The right to request deletion of your personal data in certain circumstances
• The right to object to or restrict certain processing activities

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyze usage patterns.

Please see our Cookie Policy for detailed information about our use of cookies.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations.

Children's Privacy

Our services are intended for adults and we do not knowingly collect personal information from individuals under the age of 18.

Updates to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the updated policy on our website.

Contact Us About Privacy

If you have questions about this privacy policy or our data practices, please contact us: