PRIVACY POLICY

1. INFORMATION WE COLLECT

We collect information you provide directly to us, including:

• Name, email address, and phone number when you fill out a form or book an appointment
• Financial information you choose to share during consultations or assessments
• Quiz and scorecard responses submitted through our platforms
• Communications you send to us via email, forms, or messaging platforms

We also automatically collect certain information when you visit our website, such as your IP address, browser type, and pages visited.

2. HOW WE USE YOUR INFORMATION

We use the information we collect to:

• Provide, personalize, and improve our financial advisory services
• Schedule and confirm appointments and diagnostic calls
• Send you relevant educational content, newsletters, and service updates
• Respond to your inquiries and provide customer support
• Comply with legal obligations and protect our legal rights

3. HOW WE SHARE YOUR INFORMATION

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

• With trusted service providers who assist us in operating our business (e.g., CRM platforms, email services) under strict confidentiality agreements
• When required by law or to protect our legal rights
• With your explicit consent

4. DATA RETENTION

We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this policy. You may request deletion of your data at any time by contacting us directly.

5. YOUR RIGHTS

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information
• Opt out of marketing communications at any time
• Lodge a complaint with a relevant data protection authority

6. COOKIES

Our website may use cookies to enhance your browsing experience. You can choose to disable cookies through your browser settings, though this may affect certain features of our website.

7. SECURITY

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

8. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on this page with an updated date. Your continued use of our services after changes constitutes your acceptance of the updated policy.