Privacy Policy

We use your personal information for several specific purposes related to providing and improving our financial planning services.

• Providing personalized financial consultations and guidance
• Communicating about your account, appointments, and service updates
• Improving our services based on user feedback and behavior patterns
• Complying with legal obligations and protecting against fraud

Under Malaysian privacy laws, we process your personal data based on the following legal grounds.

Primary Legal Basis: We process your data based on your consent and our legitimate business interest in providing financial planning services

We limit data sharing to specific circumstances necessary for service delivery and legal compliance.

• With trusted service providers who assist in delivering our services
• When required by Malaysian law or legal process
• To protect our rights and prevent fraud or illegal activity

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, access controls, and regular security assessments.

Under Malaysian privacy laws, you have several rights regarding your personal information.

• Request access to your personal data and information about how we process it
• Request correction of inaccurate or incomplete personal data
• Request deletion of your personal data in certain circumstances
• Request a copy of your data in a commonly used format
• Object to certain types of processing of your personal data

We use cookies and similar technologies to enhance your website experience and provide personalized content.

Cookie Policy: View our detailed cookie policy

We retain your personal information only for as long as necessary to provide our services and comply with legal obligations. Client consultation records are typically retained for 7 years after service completion.

Our services are intended for adults who can make independent financial decisions. We do not knowingly collect personal information from individuals under 18 years of age.

18+ only

We may update this privacy policy periodically to reflect changes in our practices or applicable laws. Material changes will be communicated to active subscribers via email or website notification.

If you have questions about this privacy policy or wish to exercise your privacy rights, please contact us using the information below.