Privacy Policy

Information We Collect

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

• Contact details including name, email address, phone number, and mailing address
• Financial information such as income, expenses, assets, and financial goals
• Communication records including consultation notes and correspondence
• Technical information like IP address, browser type, and website usage patterns

How We Use Your Information

Your information helps us provide personalized financial planning services and improve our offerings

• Provide personalized financial consultations and planning services
• Communicate with you about your account and our services
• Improve our website functionality and user experience
• Comply with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on several legal grounds

You provide consent when subscribing to our services, and we have legitimate interest in providing quality financial planning consultation

Data Sharing and Disclosure

We do not sell your personal information. We may share data only in specific circumstances

• With service providers who assist in delivering our services under strict confidentiality agreements
• When required by Malaysian law or valid legal process
• To protect our rights, property, or safety, or that of our users

Data Security Measures

We implement comprehensive security measures including encryption, access controls, and regular security audits to protect your personal information from unauthorized access, alteration, or disclosure

Your Privacy Rights

Under Malaysian privacy laws, you have several rights regarding your personal information

• Access your personal data and request copies
• Correct inaccurate or incomplete information
• Request deletion of your data under certain circumstances
• Object to processing for direct marketing purposes
• Withdraw consent where processing is based on consent

Cookies and Tracking

Our website uses cookies to enhance your experience and analyze website performance. You can control cookie preferences through your browser settings

For detailed information, please review our Cookie Policy Cookie Policy

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations. Generally, we keep client data for 7 years after service termination

Children's Privacy

Our services are not intended for individuals under 18. We do not knowingly collect personal information from children

Changes to This Policy

We may update this Privacy Policy periodically. We'll notify you of significant changes via email or prominent website notice

Contact Information

For privacy-related questions or to exercise your rights, please contact our Data Protection Officer using the contact information provided