Privacy Policy and Data Protection

Our Commitment to Your Privacy

We take your privacy seriously and are committed to protecting your personal information.

This policy explains how we collect, use, and safeguard your data when you use our financial planning services

Information We Collect

We collect information you provide directly and automatically through your use of our services:

• • Contact details including name, email, phone number, and address
• • Financial information relevant to planning consultations
• • Communication preferences and service usage data
• • Technical data such as IP address, browser type, and device information

How We Use Your Information

We use your personal information for the following purposes:

• • Providing financial planning consultations and services
• • Communicating about your subscription and appointments
• • Improving our services and developing new features
• • Complying with legal and regulatory requirements
• • Sending relevant updates and educational content

Legal Basis for Processing

We process your personal data based on the following legal foundations:

Primary Legal Basis: We process your data on the basis of consent and legitimate interest for service provision

Data Sharing and Disclosure

We may share your information in the following limited circumstances:

• • With service providers who assist in delivering our services
• • When required by law or regulatory authorities
• • To protect our rights and prevent fraud or abuse
• • With your explicit consent for specific purposes

Data Security Measures

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security assessments.

Data Retention Period

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Typically, this means keeping data for the duration of your subscription plus 7 years for regulatory compliance purposes.

Your Privacy Rights

Under Malaysian data protection laws, you have the following rights:

• • Right to access your personal data
• • Right to correct inaccurate information
• • Right to delete your data under certain circumstances
• • Right to restrict or object to processing
• • Right to data portability
• • Right to withdraw consent at any time

Cookies and Tracking

We use cookies and similar technologies to enhance your experience on our website.

For detailed information about our cookie usage, please see our Cookie Policy

Children's Privacy

Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children under 18. If we become aware of such collection, we will delete the information promptly.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes through email or website notices.

Contact Us About Privacy

If you have questions about this Privacy Policy or want to exercise your rights, please contact us