Privacy Policy

Information We Collect

We collect information to provide better financial planning services.

When you use our services, we collect information you provide directly, such as when you create an account, request a consultation, or communicate with us. We also automatically collect certain information about your device and how you interact with our website to improve your experience and our services.

Types of Personal Information

The personal information we collect includes:

• Contact details (name, email, phone number, address)
• Financial information (income, assets, investment goals, risk tolerance)
• Technical data (IP address, browser type, device information, usage patterns)
• Communication records (emails, consultation notes, support interactions)

How We Use Your Information

We use your information to deliver and improve our financial planning services.

Information Sharing and Disclosure

We may share your information in limited circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or to protect our legal rights
• With your explicit consent for specific purposes

Data Security

We implement robust security measures to protect your information.

We use industry-standard encryption, secure servers, and regular security audits to protect your personal and financial information. Our staff receives regular training on data protection, and we limit access to your information to authorized personnel only. While we strive to protect your data, no internet transmission is completely secure.

Your Privacy Rights

You have several rights regarding your personal information:

Data Retention

We retain your information only as long as necessary.

We keep your personal information for the duration of our business relationship and as required by South African law. Financial records may be retained for up to seven years for regulatory compliance. We regularly review and securely delete information that is no longer needed.

Changes to This Policy

We may update this privacy policy periodically.

When we make significant changes to this policy, we will notify you by email or through a prominent notice on our website. We encourage you to review this policy regularly to stay informed about how we protect your information.