Privacy Policy

Information We Collect

We collect information necessary to provide our financial planning services effectively and securely. This includes information you provide directly and information collected automatically through your use of our services.

• Personal identification information including name, email address, phone number, and physical address
• Financial information such as income, assets, investment goals, and risk tolerance for personalized planning
• Usage data including website interactions, service preferences, and communication history

How We Use Your Information

Your information is used exclusively to provide and improve our financial planning services, ensure security, and communicate with you about your account and our services.

We use collected information to create personalized investment strategies, provide customer support, process payments, send service updates, and comply with legal obligations in South Africa.

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share information only in specific circumstances outlined below:

• With service providers who assist in delivering our financial planning services under strict confidentiality agreements
• When required by law, legal process, or government request in compliance with South African regulations
• To protect our rights, property, or safety, or that of our users or the public

Data Security and Protection

We implement comprehensive security measures to protect your personal and financial information from unauthorized access, alteration, disclosure, or destruction.

Our security measures include encryption, secure server infrastructure, regular security audits, and restricted access to personal information on a need-to-know basis.

Your Privacy Rights

You have important rights regarding your personal information, including the right to access, correct, or delete your data. Under South African privacy laws, you have the following rights:

• Right to access and review your personal information we hold
• Right to request correction of inaccurate or incomplete information
• Right to request deletion of your personal information, subject to legal requirements

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Financial records may be retained for extended periods as required by South African financial regulations.

Contact Us About Privacy

If you have questions about this Privacy Policy or our privacy practices, please contact us using the information below: