Privacy Policy

We collect various types of information to provide and improve our financial planning services:

• Contact information including name, email address, phone number, and postal address
• Financial information relevant to planning consultations, including income, expenses, and financial goals
• Communication records from consultations, emails, and other interactions with our team
• Technical information such as IP address, browser type, device information, and website usage data

We use your personal information for the following purposes:

• Providing financial planning consultations and analytical reviews as part of your subscription
• Communicating with you about your account, services, and important updates
• Improving our services and developing new features based on user feedback and behaviour
• Complying with legal obligations and regulatory requirements in the financial services sector

Under applicable data protection laws, we process your personal information based on the following legal grounds:

We process your data on the basis of consent for marketing communications and legitimate interest for service delivery.

We may share your personal information in the following limited circumstances:

• With trusted service providers who assist us in delivering our financial planning services, subject to strict confidentiality agreements
• When required by law, regulation, or legal process, including compliance with financial services regulations
• In connection with a business merger, acquisition, or sale of assets, with appropriate notice and protection of your rights

We implement robust security measures to protect your personal information, including encryption, secure data transmission, access controls, and regular security assessments. While we strive to protect your data, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Depending on your location and applicable laws, you have various rights regarding your personal information:

• Right to access and obtain a copy of your personal information we hold
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal information in certain circumstances
• Right to receive your data in a portable format and transfer it to another service provider
• Right to object to certain types of processing, including direct marketing

Our website uses cookies and similar tracking technologies to enhance your browsing experience and provide personalised content. These technologies help us understand how you use our website and improve our services.

For detailed information about our use of cookies, please refer to our Cookie Policy.

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial planning records are typically retained for seven years after the end of our service relationship, in accordance with regulatory requirements and best practices in the financial services industry.

Our financial planning services are designed for adults and we do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected information from a minor, we will take steps to delete such information promptly.

18+ only

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. We will notify you of material changes through our website or by email. Continued use of our services after changes indicates acceptance of the updated policy.

If you have questions about this Privacy Policy or want to exercise your privacy rights, please contact us: