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.
Last updated on September 7, 2025
Information We Collect
We may collect the following types of information:
- Contact information (name, email address, phone number)
- Financial circumstances and planning objectives
- Communication preferences and interaction history
- Website usage data and technical information
How We Use Your Information
We use your information for the following purposes:
- Providing personalized financial planning consultations
- Communicating about our services and responding to inquiries
- Improving our website functionality and user experience
- Complying with legal and regulatory requirements
Legal Basis for Processing
We process your personal data based on the following legal grounds:
Consent for marketing communications and non-essential services: We process your data on the basis of consent and legitimate interest.
Data Sharing and Disclosure
We may share your information in the following 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 Retention
We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, and resolve disputes.
Your Privacy Rights
You have several rights regarding your personal information:
Right to Access
You can request a copy of the personal information we hold about you
Right to Rectification
You can ask us to correct inaccurate or incomplete information
Right to Erasure
You can request deletion of your personal data in certain circumstances
Right to Portability
You can request your data in a portable format to transfer elsewhere
Cookies and Tracking
Our website uses cookies to enhance your experience and analyze usage patterns.
Read our detailed Cookie Policy
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Children's Privacy
Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.
Policy Changes
We may update this privacy policy periodically. Significant changes will be communicated through our website or direct notification.
Contact Us
For privacy-related questions or to exercise your rights, please contact us using the information provided.