We may collect the following types of information:
Personal Information: Name, email address, phone number, date of birth, address, financial information, and other details you provide through forms or account registration.
Usage Data: Information about how you use our website, including your IP address, browser type, pages visited, and time spent on the site.
Cookies and Tracking: We use cookies and similar technologies to improve your experience and understand how our site is used.
We use the information we collect to:
Provide and manage our services
Communicate with you about your account or inquiries
Offer personalized financial guidance and product recommendations
Improve our website, tools, and customer experience
Comply with legal obligations and regulatory requirements
We implement industry-standard security measures to protect your personal information from unauthorized access, use, or disclosure. This includes encryption, secure servers, and access controls.
We do not sell your personal information. We may share it only with:
Service providers who assist in delivering our services (under confidentiality agreements)
Legal authorities if required by law or to protect our legal rights
Partners with your consent, when relevant to financial services we offer jointly
You can:
Access or update your personal information by contacting us
Opt out of marketing emails at any time using the “unsubscribe” link
Disable cookies in your browser settings (note: this may affect website functionality)
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy occasionally. When we do, we will update the “Effective Date” and notify you if required by law.