Privacy Policy

Last updated: 19 June 2026

Information We Collect

We collect information that you provide directly to us when booking our services:

• Name and email address
• Service selection and booking preferences
• Financial information shared during consultations (stored securely and confidentially)
• Communication records between you and our team

How We Use Your Information

We use the information we collect to:

• Provide financial consultation services
• Communicate about your bookings and sessions
• Send preparation materials and follow-up documentation
• Improve our services based on feedback
• Comply with legal obligations

Information Sharing

We do not sell, rent, or share your personal information with third parties for marketing purposes. We may share information only in the following circumstances:

• With your explicit consent
• To comply with legal obligations or court orders
• To protect our rights, property, or safety

Data 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 completely secure.

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations. Consultation records are retained for seven years in accordance with financial services regulations.

Your Rights

Under data protection law, you have the right to:

• Access your personal information
• Request correction of inaccurate information
• Request deletion of your information
• Object to processing of your information
• Request restriction of processing
• Data portability

Cookies

Our website uses cookies to enhance user experience. You can control cookie settings through your browser. See our Cookies Policy for more information.

Changes to This Policy

We may update this privacy policy from time to time. We will notify you of significant changes by posting the new policy on this page with an updated revision date.

Contact Us

If you have questions about this privacy policy or how we handle your information, contact us at:

[email protected]