Information We May Collect
Use of Information
We use the collected information to personalize your experience on our website, offer tailored financial advice, and deliver financial planning and management services. Your contact information allows us to communicate important updates, newsletters, and marketing materials. Analyzing user behavior helps us improve our website’s performance, content, and user experience.
Data Sharing and Disclosure
We may share your information with trusted third-party service providers to assist in delivering our services and maintaining our website. We may also disclose your information to comply with legal obligations, protect our rights, respond to legal requests, or in the event of a business transfer. Non-personal information may be shared with partners for marketing and analytics purposes.
Cookies, Advertisement, and Affiliates
EEA and CCPA
If you are located in the European Economic Area (EEA), we will process your personal information in accordance with applicable data protection laws. If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with certain rights regarding your personal information.
We Do Not Sell Personal Information
We implement industry-standard security measures to protect your personal information from unauthorised access, disclosure, alteration, or destruction. However, please be aware that no method of data transmission over the internet or electronic storage is entirely secure.
Our services are not intended for children under the age of 13. We do not knowingly collect personal information from minors.