01. Information We Collect

We may collect information you provide when submitting an enquiry, requesting financial services, subscribing to communications, or interacting with our website. This may include your name, contact details, and information relevant to your request.

02. How We Use Information

Information may be used to respond to enquiries, provide requested services, communicate with you, manage client relationships, and support administrative requirements. We use information only for legitimate business and service-related purposes.

03. Financial Information

Where financial planning or advisory services require it, we may collect relevant financial information provided by you. Such information is used to understand your circumstances, assess requirements, and support appropriate financial discussions and recommendations.

04. Communication

We may contact you using the details provided to respond to enquiries, arrange consultations, provide service-related information, or send requested communications. You may manage certain communications by following the available unsubscribe or contact options.

05. Information Sharing

We do not sell personal information. Information may be shared with relevant service providers, professional advisers, or other parties where reasonably necessary to provide services, meet operational requirements, or comply with applicable legal obligations.

06. Data Security

We take reasonable measures to protect personal and financial information from unauthorized access, alteration, disclosure, or loss. However, no electronic system or method of transmission can be guaranteed completely secure at all times.

07. Data Retention

Personal information may be retained for as long as reasonably necessary to provide services, maintain appropriate business records, meet regulatory requirements, resolve disputes, and satisfy applicable legal or accounting obligations.

08. Cookies and Website Data

Our website may use cookies or similar technologies to support functionality, understand website usage, improve user experience, and maintain website performance. You may be able to manage cookie preferences through your browser settings.

09. Your Privacy Rights

Depending on applicable law, you may have rights relating to access, correction, deletion, restriction, or other uses of your personal information. Requests can be submitted through our available contact channels and will be handled as required.

10. Policy Updates

This Privacy Policy may be updated periodically to reflect changes in our services, practices, technology, or applicable requirements. The latest version published on our website will apply from its stated effective date and should be reviewed periodically.