Privacy Policy
This privacy policy explains how we collect, use, and protect your personal information when you use our financial planning services
Last updated: August 26, 2025
Information We Collect
Personal Information
- Contact details including name, email address, phone number, and mailing address
- Financial information such as income range, asset levels, and financial goals
- Communication records including consultation notes and email correspondence
Usage Information
We automatically collect information about how you interact with our website, including pages visited, time spent, and browser type
How We Use Your Information
- Providing personalized financial planning consultations and services
- Communicating with you about appointments, service updates, and relevant information
- Improving our services through analysis of usage patterns and feedback
- Complying with legal obligations and regulatory requirements in Malaysia
Legal Basis for Processing
We process your personal data based on the following legal grounds
We process your data on the basis of consent for marketing communications and legitimate interest for service provision: Consent / Legitimate Interest
Information Sharing
We may share your information in limited circumstances
- • With service providers who assist in delivering our financial planning services
- • When required by Malaysian law or regulatory authorities
- • With your explicit consent for specific purposes
Cookies and Tracking
Our website uses cookies to enhance functionality and analyze usage patterns. These technologies help us provide better service
View Cookie PolicyData Security Measures
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction
Your Privacy Rights
Right to Access
You can request copies of your personal information we hold and details about how we process it
Right to Correction
You can request correction of inaccurate or incomplete personal information in our records
Right to Deletion
You can request deletion of your personal data, subject to legal and regulatory retention requirements
Right to Data Portability
You can request transfer of your personal data to another service provider in a structured, commonly used format
Data Retention Period
We retain your personal information for as long as necessary to provide services and comply with Malaysian regulatory requirements, typically 7 years after service completion
Children's Privacy Protection
Our services are intended for adults aged 18 and above. We do not knowingly collect personal information from minors
Privacy Policy Updates
We may update this privacy policy to reflect changes in our practices or legal requirements. We will notify you of significant changes through email or website notices
Questions About Cookies
For questions about this privacy policy or to exercise your privacy rights, please contact us