Privacy Policy
This Privacy Policy explains how we collect, use, and protect your personal information when you use our financial planning services.
Last updated: August 28, 2025
Information We Collect
Personal Information
- Contact details including name, email, phone number, and address
- Financial information relevant to planning services
- Communication preferences and service usage data
Usage Data
We automatically collect information about how you interact with our website, including pages visited, time spent, and referral sources.
How We Use Your Information
- Provide personalized financial planning consultations and services
- Communicate about your account, appointments, and service updates
- Improve our services based on usage patterns and feedback
- Comply with legal and regulatory requirements
Legal Basis for Processing
We process your personal data based on the following legal grounds:
Primary Legal Basis: We process your data based on consent for marketing communications and legitimate interest for service provision
How We Share Information
We may share your information in the following 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
Your Privacy Rights
Right to Access
You can request a copy of the personal information we hold about you
Right to Correction
You can request correction of inaccurate or incomplete personal information
Right to Deletion
You can request deletion of your personal information in certain circumstances
Right to Data Portability
You can request transfer of your data to another service provider in a structured format
Cookies and Tracking
We use cookies to enhance your website experience and analyze usage patterns.
For detailed information, please review our Cookie Policy
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Data Retention
We retain personal information only as long as necessary to provide services and comply with legal obligations, typically for 7 years after service termination.
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 via email or website notice.
Contact Us
For privacy-related questions or to exercise your rights, contact us: