Introduction

 We realise that your personal information is important to you, as such we treat your information with the utmost care and confidentiality.

We work hard to maintain your privacy and to preserve the private nature of our relationship with you. 

We want our clients to understand what information we collect, how we use it, and how we protect their personal information.

 

Why do we collect your personal information?

 We collect your information to be able to assist you with your financial planning, removing the stress and uncertainty about your financial situation, and helping you set goals and steps to reach them. Helping you with a back-up plan for when life doesn’t go as planned.

Collecting information to:

  • Help design and implement your financial plan.
  • Comply with the laws and regulations we have to adhere to.

 

What information we collect

We collect your name, identification number, address, and financial information during our consultations and the information we generate to be able to assist you with your financial plan.

 

What information we disclose/ how we process your information

 Firstly we do not sell your personal information to third parties EVER!

 In order for us to provide you with investment and planning services, we may disclose your information in limited circumstances to various service providers. 

We do have contracted confidentiality agreements with these service providers to protect your privacy. 

We store your information as required by regulation.

 

How do we protect your personal information?

 We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.