Privacy Policy

1. Information We May Collect

Depending on how you interact with our website, we may collect:

• Name
• Mobile number
• Email address
• City or location
• Information submitted through contact forms
• Information provided while requesting a consultation
• Enquiries and messages
• Website usage information
• Device and browser information
• IP address and technical information
• Cookie and analytics information

2. How We Collect Information

We may collect information when you:

• Submit a contact form
• Request a consultation
• Contact us by phone or email
• Enquire about our services
• Interact with our website
• Subscribe to communications
• Use forms or other website features

3. How We Use Your Information

We may use your information to:

• Respond to enquiries
• Contact you regarding requested services
• Schedule consultations
• Understand your requirements
• Provide requested information
• Improve our website and services
• Analyse website usage
• Maintain website security
• Communicate relevant service information
• Comply with applicable legal and regulatory requirements

4. Information Provided for Financial Planning

If you voluntarily provide financial information for the purpose of discussing Financial Planning or another requested service, such information may be used to understand your requirements and provide the relevant service.

You should not submit information that is not reasonably required for your enquiry or requested service.

5. Cookies

Our website may use cookies and similar technologies to:

• Improve website functionality
• Understand website usage
• Analyse website performance
• Improve user experience
• Maintain website security

You may control certain cookies through your browser settings. Disabling some cookies may affect certain website functionality.

6. Analytics

We may use analytics services, including Google Analytics or similar technologies, to understand website traffic and visitor behaviour.

This may include information such as pages visited, device type, browser information and general usage patterns.

7. Sharing of Information

We do not sell or rent your personal information for monetary consideration.

Information may be shared with service providers, technology providers, analytics providers, communication providers, professional advisers or relevant financial-service providers where reasonably necessary to operate our website, respond to your enquiry or provide a requested service.

We may also disclose information where required by applicable law, regulation, court order or lawful governmental request.

8. Data Security

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

However, no electronic transmission or storage system can be guaranteed to be completely secure.

9. Data Retention

We may retain personal information for as long as reasonably necessary to:

• Provide requested services
• Respond to enquiries
• Maintain business records
• Meet legal or regulatory requirements
• Resolve disputes
• Protect legitimate business interests

Information may be deleted or securely disposed of when it is no longer required, subject to applicable requirements.

10. Privacy Requests

Subject to applicable law, you may contact us regarding your personal information, including requests for correction, deletion or other applicable privacy rights.

11. Third-Party Websites

Our website may contain links to third-party websites, including financial institutions, lending providers and other service providers.

Those websites are governed by their own privacy policies and terms.

We recommend reviewing the privacy policy of any third-party website before providing personal information.

12. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology or applicable requirements.

Any updated version will be published on this page with a revised Last Updated date.

13. Contact Us