Privacy Policy

Information We Collect

We may collect the following types of information:

• Contact information such as name, email address, phone number, and mailing address
• Financial information relevant to our consultations, such as income ranges and financial goals
• Technical information including IP address, browser type, and website usage data
• Communication records from your interactions with our services and support

How We Use Your Information

We use collected information for the following purposes:

• To provide financial planning consultations and respond to your inquiries
• To improve our services and website functionality based on user feedback
• To communicate with you about your account and our services
• To comply with legal obligations and protect our legitimate business interests

Legal Basis for Processing

Our legal basis for processing your personal information:

Primary Legal Basis: We process your data based on your consent for marketing communications and legitimate interest for providing our core services and improving user experience.

Information Sharing and Disclosure

We may share your information in the following circumstances:

• With service providers who assist in operating our website and delivering our services
• When required by law or to comply with legal processes and government requests
• To protect our rights, property, safety, or the rights and safety of others

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience, analyze website traffic, and personalize content.

For detailed information about our cookie practices, please refer to our Cookie Policy Cookie Policy

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

• Right to access and obtain a copy of your personal data
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal data under certain circumstances
• Right to restrict processing of your personal information
• Right to receive your data in a portable format
• Right to object to processing based on legitimate interests

Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the type of information and applicable legal requirements.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information promptly.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will post any updates on this page and indicate the revision date. Significant changes will be communicated through additional notice on our website or via email.