Privacy Policy
We respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data when you use our financial planning services.
Last Updated: August 2, 2025
Information We Collect
We collect information that you provide directly and some information automatically when you use our services:
- Contact details (name, email, phone number, address)
- Financial information relevant to planning discussions
- Communication preferences and consultation history
- Website usage data and technical information
How We Use Your Information
We use your personal information for the following purposes:
- Providing financial planning consultations and analytical reviews
- Communicating with you about our services and appointments
- Improving our services and website functionality
- Complying with legal and regulatory requirements
Legal Basis for Processing
We process your personal information based on the following legal grounds:
We process your data on the basis of consent and legitimate interest.: Consent for marketing communications, legitimate interest for service provision, and legal obligations for regulatory compliance.
Information Sharing
We do not sell your personal information. We may share your data only in these limited circumstances:
- With your explicit consent for specific purposes
- To comply with legal requirements or regulatory obligations
- With trusted service providers who assist in delivering our services (under strict confidentiality agreements)
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.
Your Privacy Rights
You have important rights regarding your personal information:
Right to Access
Request copies of your personal information we hold
Right to Rectification
Request corrections to inaccurate or incomplete data
Right to Erasure
Request deletion of your personal information in certain circumstances
Right to Data Portability
Request transfer of your data to another service provider
Cookies and Tracking
We use cookies and similar technologies to enhance your website experience and analyze usage patterns.
For detailed information about our cookie usage, please review our Cookie Policy. Cookie Policy.
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial planning records are typically retained for seven years after the end of our service relationship.
Children's Privacy
Our services are designed for adults, and we do not knowingly collect personal information from individuals under 18 years of age.
18+ only
Policy Changes
We may update this privacy policy periodically. We'll notify you of significant changes via email or website notice. Your continued use of our services after changes indicates acceptance of the updated policy.
Contact Information
For privacy-related questions, to exercise your rights, or to make a complaint, please contact us: