Privacy Policy and Data Protection

Information We Collect

We collect information necessary to provide our financial planning consultation services effectively. This includes both information you provide directly and information collected automatically.

• Contact details including name, email, phone number, and address
• Financial information relevant to planning consultations
• Communication records from consultations and support interactions
• Technical information such as IP address and browser type

How We Use Your Information

We use your personal information solely for providing and improving our financial planning services. We do not sell or rent your information to third parties.

• Delivering personalized financial planning consultations
• Communicating with you about your subscription and appointments
• Improving our services based on your feedback and usage patterns
• Complying with legal and regulatory requirements

Legal Basis for Processing

We process your personal data based on several legal foundations under Malaysian privacy law and international standards.

Primary Legal Basis: We process your data based on contractual necessity and legitimate business interests

Data Sharing and Disclosure

We maintain strict confidentiality of your personal information. Limited sharing occurs only in specific circumstances outlined below.

• With service providers who assist in delivering our consultation services
• When required by Malaysian law or regulatory authorities
• With your explicit consent for specific purposes

Data Security Measures

We implement comprehensive security measures to protect your personal information from unauthorized access, disclosure, or misuse. Our security practices meet industry standards.

Your Privacy Rights

You have several rights regarding your personal data under Malaysian privacy law and international standards. You can exercise these rights by contacting us.

• Right to access your personal data we hold
• Right to correct inaccurate or incomplete information
• Right to request deletion of your personal data
• Right to receive your data in a portable format
• Right to object to certain types of data processing

Cookies and Tracking

We use cookies and similar technologies to improve your website experience and analyze usage patterns.

For detailed information, please see our Cookie Policy Cookie Policy

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal requirements. Financial consultation records are typically kept for seven years.

Children's Privacy

Our financial planning services are designed for adults. We do not knowingly collect personal information from individuals under 18 years of age.

18+ only

Policy Changes

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes.

Contact Us About Privacy

If you have questions about this privacy policy or want to exercise your privacy rights, please contact us using the information below.