Privacy Policy

Information We Collect

We collect the following types of information

• • Contact details including name, email, and phone number
• • Financial information relevant to our planning services
• • Website usage data and preferences
• • Communication records and consultation notes

How We Use Your Information

We use collected information for the following purposes

• • Providing personalized financial planning services
• • Communicating about appointments and service updates
• • Improving our services and website functionality
• • Complying with legal and regulatory requirements
• • Protecting against fraud and unauthorized access

Legal Basis for Processing

We process your data based on the following legal grounds

Primary Legal Basis: We process your data based on consent and legitimate business interests

Data Sharing

We may share your information in limited circumstances

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

Data Security

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

Your Rights

Under applicable privacy laws, you have the following rights

• • Right to access your personal information
• • Right to correct inaccurate information
• • Right to request deletion of your data
• • Right to restrict processing in certain circumstances
• • Right to data portability where applicable
• • Right to object to processing for marketing purposes

Cookies and Tracking

We use cookies and similar technologies as described in our cookie policy

Please refer to our Cookie Policy for detailed information Cookie Policy

Data Retention

We retain your personal information only as long as necessary for the purposes outlined in this policy or as required by law

Children's Privacy

Our services are not intended for individuals under 18, and we do not knowingly collect information from minors

Policy Changes

We may update this privacy policy periodically, and will notify you of significant changes

Contact Information

For privacy-related questions or to exercise your rights, please contact us