Privacy Policy
Learn more about how we collect, use, and protect your personal information when you use our financial planning services
Last updated: August 24, 2025
Information We Collect
Personal Information
We collect information you provide directly, such as your name, contact details, and financial circumstances when you request consultations
Usage Information
We automatically collect information about how you use our website and services, including pages visited and features used
How We Use Your Information
- Provide personalized financial planning consultations and analytical reviews
- Communicate with you about our services and respond to your inquiries
- Improve our website functionality and service offerings
- Comply with legal obligations and regulatory requirements
Legal Basis for Processing
We process your personal data based on the following legal grounds
We process your data on the basis of consent and legitimate interest: Your consent for marketing communications and our legitimate interest in providing financial planning services
Information Sharing
We may share your information in the following circumstances
Cookies and Tracking
We use cookies and similar technologies to enhance your experience and analyze website usage
For detailed information, please see our Cookie Policy Cookie Policy
Your Privacy Rights
You have several rights regarding your personal information
Right to Access
You can request copies of the personal information we hold about you
Right to Correction
You can ask us to correct information that is inaccurate or incomplete
Right to Deletion
You can request that we delete your personal information in certain circumstances
Right to Data Portability
You can request a copy of your data in a structured, machine-readable format
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 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 personal information from children
Changes to This Policy
We may update this privacy policy from time to time. We will notify you of any significant changes by posting the new policy on our website
Contact Information
If you have questions about this privacy policy or wish to exercise your rights, please contact us