Privacy Policy

We collect information you provide directly to us and information automatically collected through your use of our services.

• Name, email address, and phone number when you contact us or sign up for services
• Financial information you choose to share during consultations for planning purposes
• Communication preferences and feedback about our services
• Website usage data, including pages visited and time spent on our site

We use the information we collect to provide and improve our financial planning services.

• Providing personalized financial planning consultations and recommendations
• Communicating with you about appointments, services, and important updates
• Improving our website and services based on user feedback and behavior
• Complying with legal obligations and protecting against fraudulent activity

We process your personal information based on the following legal grounds.

Legal Basis: We process your data based on your consent for marketing communications and legitimate interest for service delivery and improvement.

We do not sell your personal information. We may share information in the following limited circumstances.

• With service providers who assist us in delivering our services, under strict confidentiality agreements
• When required by law, regulation, or legal process
• To protect the rights, property, or safety of our company, clients, or others

We use cookies and similar technologies to enhance your website experience and gather analytics information.

For detailed information about our cookie practices, please review our Cookie Policy. Cookie Policy

You have several rights regarding your personal information, depending on your location and applicable laws.

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information under certain circumstances
• Object to or restrict certain types of data processing
• Receive a copy of your data in a portable format

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 for which it was collected, comply with legal obligations, and resolve disputes.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies.

Our services are intended for adults, and we do not knowingly collect personal information from children under the age of majority in their jurisdiction.

Changes to This Privacy Policy: Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of any material changes by posting the updated policy on our website with a new effective date.

If you have questions about this Privacy Policy or our privacy practices, please contact us.