Privacy Policy

Information We Collect

We collect information necessary to provide professional investment consulting services, including personal details, financial information, and service preferences.

• Personal identification information (name, email, phone number, address)
• Financial information (assets, investment goals, risk tolerance, experience level)
• Service usage data (consultation history, preferences, communication records)

How We Use Your Information

Your information is used exclusively to provide personalized investment consulting services, process payments, communicate about services, and comply with legal requirements.

Information Sharing

We do not sell or share your personal information with third parties except as necessary for service delivery, legal compliance, or with your explicit consent.

Data Security

We implement industry-standard security measures to protect your personal and financial information from unauthorized access, disclosure, or misuse.

Your Rights

Under South African law, you have specific rights regarding your personal information:

• Right to access your personal information
• Right to correct inaccurate information
• Right to request deletion of your data
• Right to object to processing

Data Retention

We retain your information for as long as necessary to provide services and comply with legal obligations. Consultation records are kept for 7 years as required by South African financial regulations.

Contact Information

For questions about this Privacy Policy or your personal information, contact our privacy officer: