Privacy Policy

Personal Details

• Contact information including name, email address, phone number, and mailing address
• Financial information such as income details, asset values, and planning goals
• Communication preferences and consultation history records

Automatic Data Collection

• Website usage data including pages visited, time spent, and navigation patterns
• Technical information such as IP address, browser type, and device characteristics
• Cookie and tracking data for website functionality and analytics purposes

We process your personal information for the following purposes:

• Providing personalized financial planning consultations and ongoing support services
• Communicating about appointments, service updates, and relevant financial insights
• Improving our services through analysis of usage patterns and client feedback
• Complying with legal obligations and regulatory requirements in the financial services sector

We process your personal data based on the following legal grounds:

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

We may share your information in the following limited circumstances:

• With trusted service providers who assist in delivering our consultation services
• When required by law, regulation, or legal process
• With your explicit consent for specific purposes you have authorized

We use cookies and similar technologies to enhance your website experience and provide personalized services.

For detailed information about our cookie usage, please refer to our Cookie Policy.

You have the following rights regarding your personal information:

• Access your personal data and receive copies of information we hold about you
• Correct inaccurate or incomplete personal information in our records
• Delete your personal data under certain circumstances
• Restrict or object to processing of your personal information
• Withdraw consent for data processing where consent is the legal basis

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

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by applicable law and regulations.

Our services are designed for adults and we do not knowingly collect personal information from individuals under the age of 18.

18+ only

We may update this privacy policy from time to time. We will notify you of any material changes through email or prominent website notices.

If you have questions about this privacy policy or wish to exercise your privacy rights, please contact us using the information below.