Introduction
This privacy policy explains how we collect, use, and protect your personal information when you use our website or services. We are committed to safeguarding your privacy and handling your data responsibly.
By using our website and services, you agree to the collection and use of information in accordance with this policy.
Information We Collect
Information You Provide
When you submit a consultation request or contact us, we collect:
- Your name
- Email address
- Service selection preferences
- Any additional information you choose to provide in your messages
Automatically Collected Information
When you visit our website, we may automatically collect certain technical information, including:
- IP address
- Browser type and version
- Pages visited and time spent on pages
- Referring website
- Device information
How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your consultation requests and inquiries
- To provide and deliver our financial management services
- To communicate with you about your requests and our services
- To improve our website and services
- To comply with legal obligations
- To protect against fraudulent or illegal activity
Data Storage and Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Your information is stored securely and access is limited to authorized personnel who need it to perform their job functions.
However, no method of transmission over the Internet or electronic storage is completely secure. While we strive to protect your personal information, we cannot guarantee absolute security.
Data Sharing and Disclosure
We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
- With service providers who assist us in operating our website and delivering our services
- When required by law or to respond to legal process
- To protect our rights, property, or safety, or that of others
- With your explicit consent
Your Rights
Under data protection law, you have the following rights:
- The right to access your personal information
- The right to rectification of inaccurate information
- The right to erasure of your information
- The right to restrict processing of your information
- The right to data portability
- The right to object to processing
- Rights related to automated decision-making and profiling
To exercise any of these rights, please contact us at [email protected]
Cookies
Our website uses cookies to enhance your browsing experience. Cookies are small text files stored on your device that help us understand how you use our website.
You can control cookie preferences through your browser settings. However, disabling cookies may affect the functionality of our website.
For more detailed information about our cookie practices, please see our Cookies Policy.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this privacy policy, unless a longer retention period is required or permitted by law.
When your information is no longer needed, we will securely delete or anonymize it.
Changes to This Policy
We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the updated policy on this page with a new effective date.
We encourage you to review this policy periodically to stay informed about how we protect your information.
Contact Us
If you have questions or concerns about this privacy policy or our data practices, please contact us at:
Email: [email protected]
Last updated: June 2026