Privacy Policy
We respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data.
Last updated: August 24, 2025
Information Collection
Personal Information
We collect information you provide directly, such as when you create an account, contact us, or use our services.
Usage Information
We automatically collect certain information about your device and how you interact with our website and services.
How We Use Your Information
- To provide, maintain, and improve our financial planning services
- To communicate with you about your account and our services
- To analyze website usage and enhance user experience
- To comply with legal obligations and protect our rights
Legal Basis for Processing
We process your personal information based on the following legal grounds:
We process your data based on consent for marketing communications and legitimate interest for service provision.
Information Sharing
We may share your information in limited circumstances:
- With service providers who assist in delivering our services
- When required by law or to protect our legal rights
- In connection with a business transfer or acquisition
Your Privacy Rights
You have several rights regarding your personal information:
Cookies and Tracking
We use cookies and similar technologies to enhance your browsing experience and analyze website usage.
View our complete cookie policy for detailed informationData Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Data Retention
We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.
Children's Privacy
Our services are not intended for individuals under 18 years of age, and we do not knowingly collect personal information from children.
18+ only
Policy Changes
We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page.
Contact Information
If you have questions about this privacy policy or our data practices, please contact us using the information below.