Privacy Policy

• Provide personalised financial planning services and consultations
• Communicate with you about your account and our services
• Improve our website functionality and user experience
• Comply with legal and regulatory requirements

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

We process your data on the basis of consent, contract performance, and legitimate business interests.: Consent for marketing communications, contract performance for service delivery, and legitimate interests for website analytics

We may share your information in the following circumstances:

• With service providers who help us deliver our services
• When required by law or to protect our legal rights
• With your explicit consent for specific purposes

We implement appropriate technical and organisational security measures to protect your personal information against unauthorised access, disclosure, or destruction.

You have the following rights regarding your personal information:

• Request access to your personal information
• Request correction of inaccurate information
• Request deletion of your information in certain circumstances
• Request a copy of your information in a portable format
• Object to processing of your information for certain purposes

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

We retain your personal information for as long as necessary to provide our services and comply with legal requirements, typically for 7 years after service completion.

Our services are not intended for individuals under 18 years of age, and we do not knowingly collect personal information from minors.

18+ only

We may update this privacy policy periodically. We will notify you of significant changes via email or prominent website notice.