Privacy Policy

Information We Collect

We collect information you provide directly and through your use of our services

• Contact information including name, email, phone number, and address
• Financial information relevant to planning services
• Communication preferences and service usage data
• Technical information about your device and browsing behavior

How We Use Your Information

We use your information for the following purposes

• Provide financial planning services and consultations
• Communicate about your account and service updates
• Improve our services and website functionality
• Comply with legal and regulatory requirements

Legal Basis for Processing

We process your data based on the following legal grounds

Primary Basis: We process your data on the basis of contract performance and legitimate business interests

Information Sharing

We may share your information in limited circumstances

• With service providers who assist in delivering our services
• When required by law or regulatory authorities
• With your explicit consent for specific purposes

Cookies and Tracking

We use cookies and similar technologies to improve your experience

Please see our Cookie Policy for detailed information about our cookie practices Cookie Policy

Data Security

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

Your Privacy Rights

You have the following rights regarding your personal data

• Access and obtain a copy of your personal information
• Correct inaccurate or incomplete personal data
• Request deletion of your personal information
• Restrict processing of your personal data
• Receive your data in a portable format
• Object to processing for marketing purposes

Data Retention

We retain your personal information only as long as necessary for the purposes outlined in this policy or as required by law

Contact Information

For privacy-related questions or to exercise your rights, please contact us

Policy Changes

We may update this privacy policy from time to time and will notify you of significant changes