Privacy Policy

1. Information We Collect

When you visit our website, we may collect **personal information** such as your name, email address, and phone number when you submit a contact form or request a consultation. We also collect **non-personal data** like browser type, operating system, and IP address for website analytics.

2. How We Use Your Information

We use your information to:

Provide financial consulting services and respond to inquiries.
Improve our website, customer experience, and service offerings.
Send updates, newsletters, or promotional content (only with your consent).
Ensure legal and regulatory compliance.

3. Data Protection & Security

We take **strong security measures** to protect your personal data. This includes **SSL encryption, secure databases, and access restrictions**. However, no online service is 100% secure, so we recommend taking precautions like using strong passwords.

4. Sharing of Information

We do **not sell, rent, or share** your personal information with third parties, except:

When required by law or regulatory authorities.
With trusted service providers who assist in business operations.
When necessary to protect our rights, security, or prevent fraud.

5. Your Rights & Choices

You have the right to:

Request access to the personal data we hold about you.
Correct any inaccuracies in your personal information.
Request deletion of your personal data.
Opt-out of marketing communications.

To exercise these rights, contact us at [email protected].

6. Cookie Policy

We use cookies to enhance user experience and analyze site traffic. You can control cookies through your browser settings. For more details, visit our Cookie Policy.

7. Changes to This Privacy Policy

We may update this policy periodically. Any changes will be posted on this page with an updated revision date.

8. Contact Information

If you have any questions about this Privacy Policy, please contact us at:

3b Marlboro Rd, Kenilworth, Cape Town, 7925, South Africa
+27 21 761 4445
[email protected]