PRIVACY POLICY

Introduction

We are committed to protecting your privacy and ensuring that your personal information is collected and used properly, lawfully, and transparently in accordance with the Protection of Personal Information Act (POPIA) of South Africa.

This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our website or services.

Information We Collect

We may collect and process the following information:

• Full name and surname
• Contact information, including email address and telephone number
• Information submitted through contact forms
• Financial information provided for advisory purposes
• Website usage information and analytics data
• Any other information voluntarily provided by you

How We Use Your Information

Your information may be used to:

• Respond to enquiries and provide requested services
• Communicate with you regarding our services
• Provide financial planning and advisory services
• Improve our website and client experience
• Comply with legal and regulatory obligations
• Maintain internal records

We will only use your personal information for the purposes for which it was collected and agreed to by you.

Protection of Personal Information

We take reasonable technical and organisational measures to protect your personal information against loss, misuse, unauthorised access, disclosure, alteration, or destruction.

Only authorised individuals have access to your personal information where required for business purposes.

Sharing of Information

We do not sell or rent your personal information to third parties.

Your information may be shared with trusted service providers, product providers, or regulatory bodies where necessary to provide services or comply with legal obligations.

Cookies and Website Analytics

Our website may use cookies and analytics tools to improve functionality and user experience. Cookies are small files stored on your device that help us analyse website traffic and usage patterns.

You may disable cookies in your browser settings if preferred.

Your Rights

You have the right to:

• Request access to your personal information
• Request correction or deletion of your information
• Object to the processing of your information
• Withdraw consent where applicable
• Lodge a complaint with the Information Regulator of South Africa

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external websites.

Updates to This Policy

We reserve the right to update this Privacy Policy from time to time. Any changes will be posted on this page.

Contact Us

If you have any questions regarding this Privacy Policy or the processing of your personal information, please contact us through the details provided on our Contact Us page.