Privacy Policy and Data Protection
Our Privacy Commitment
Welcome to our privacy policy. We take your privacy seriously and are committed to protecting your personal information while providing excellent financial planning services.
This policy explains how we collect, use, and protect your data in compliance with Malaysian and international privacy regulations.
Information We Collect
We collect information necessary to provide personalized financial planning services:
- Contact information including name, email, phone number, and address
- Financial information relevant to planning such as income ranges and financial goals
- Usage data about how you interact with our website and services
- Communication records from consultations and support interactions
How We Use Your Information
Your information helps us deliver personalized financial planning services:
- Providing customized financial planning strategies and recommendations
- Communicating with you about your subscription and planning progress
- Improving our services based on usage patterns and feedback
- Ensuring security and preventing fraud or misuse
Legal Basis for Processing
We process your personal data based on established legal grounds:
Primary Legal Basis: We process your data based on consent for marketing communications and legitimate interest for service delivery
Information Sharing and Disclosure
We limit data sharing to essential business purposes:
- With service providers who help us deliver financial planning tools and support
- When required by Malaysian law or valid legal processes
- With your explicit consent for specific purposes you approve
Data Security and Protection
We implement comprehensive security measures including encryption, secure servers, and regular security audits to protect your personal and financial information from unauthorized access or disclosure.
Your Privacy Rights
You have important rights regarding your personal data:
- Access your personal data and receive copies of information we hold
- Correct inaccurate or incomplete personal information
- Request deletion of your data when no longer needed for services
- Withdraw consent for marketing communications at any time
Cookies and Tracking Technologies
We use cookies to enhance your experience and provide personalized services. Detailed information about our cookie usage is available in our separate cookie policy.
View our complete cookie policy Cookie Policy
Data Retention Periods
We retain personal data only as long as necessary for service delivery, legal compliance, and legitimate business purposes. Most client data is retained for 7 years after service termination.
Children's Privacy Protection
Our services are designed for adults 18 and older. We do not knowingly collect personal information from children under 18 without parental consent.
Privacy Policy Updates
We may update this privacy policy to reflect service changes or regulatory requirements. Significant changes will be communicated through email or prominent website notices.
Privacy Questions and Concerns
For privacy-related questions or to exercise your rights, contact us using the information provided in our contact section.
Last Updated: August 12, 2025