Privacy Policy

Our Privacy Commitment

Learn more about how we protect your personal information and respect your privacy rights

We are committed to protecting your personal data and being transparent about how we collect, use, and safeguard your information

Information We Collect

We collect information that you provide directly and information gathered automatically through your use of our website

• Contact information (name, email, phone number)
• Financial information relevant to our consultations
• Communication preferences and consultation history
• Website usage data and technical information

How We Use Your Information

We use your personal information for legitimate business purposes related to our financial planning services

• Providing financial planning consultations and services
• Communicating about appointments and service updates
• Improving our services and website functionality
• Complying with legal and regulatory requirements

Legal Basis for Processing

We process personal data based on several legal grounds under applicable privacy laws

We process your data based on consent, contractual necessity, legal obligations, and legitimate interests in providing financial services: Consent / Legitimate Interest

When We Share Information

We only share your personal information in specific, limited circumstances

• With your explicit consent for specific purposes
• To comply with legal obligations or regulatory requirements
• With trusted service providers who assist in delivering our services

Data Security Measures

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure

Your Privacy Rights

You have important rights regarding your personal information under applicable privacy laws

• Access your personal data and receive information about processing
• Request correction of inaccurate or incomplete information
• Request deletion of your personal data under certain circumstances
• Object to processing or request restriction of processing
• Data portability and withdrawal of consent where applicable

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and analyze usage patterns

Please see our Cookie Policy for detailed information about our use of cookies

Data Retention

We retain personal information only as long as necessary for the purposes outlined in this policy or as required by law. Financial records may be retained longer due to regulatory requirements

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18

Last updated: Last updated

Changes to This Privacy Policy

We may update this privacy policy periodically. Significant changes will be communicated through our website or direct notification where appropriate

Privacy Contact Information

For privacy-related questions or to exercise your rights, please contact us using the information provided below