Privacy Policy

Personal Information

We collect the following types of personal information:

• Contact details including name, email address, and phone number
• Address and location information for service delivery
• Financial information relevant to our consultations
• Communication preferences and service requirements

We use your personal information for the following purposes:

• Providing personalized financial planning consultations
• Communicating about our services and your account
• Improving our services and customer experience
• Complying with legal and regulatory requirements

We process your personal data based on:

We process your data on the basis of consent and legitimate interest for service delivery.: Consent / Legitimate Interest

We may share your information in limited circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or regulatory authorities
• With your explicit consent for specific purposes

We implement robust security measures including encryption, secure servers, and regular security audits to protect your personal information from unauthorized access or disclosure.

Under applicable privacy laws, you have the following rights:

• Access to your personal data and information about how it's processed
• Correction of inaccurate or incomplete personal information
• Deletion of your personal data in certain circumstances
• Restriction or objection to certain types of data processing
• Data portability and withdrawal of consent where applicable

Our website uses cookies to enhance your experience and analyze usage patterns.

We retain your personal information only as long as necessary for the purposes outlined in this policy, typically for the duration of our service relationship plus any required legal retention periods.

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

We may update this privacy policy periodically. Material changes will be communicated through our website or direct notification.

For privacy-related questions or to exercise your rights, contact us using the information provided below.