Privacy Policy

Information we collect

We collect information that you choose to provide when requesting information or support, contacting us, or joining the newsletter.

• Your name, mobile number, email address, message, service interest and the page from which you submitted an enquiry.
• Your email address when you subscribe to the newsletter.
• Information you voluntarily share when contacting us by phone, email or WhatsApp.
• Limited technical information needed to operate and protect the website, such as browser or device information associated with a form submission.

How we use your information

• To respond to your enquiry and provide the information or support you requested.
• To assist with insurance, mutual fund distribution, retirement, home-loan or related service processes you ask us to discuss.
• To maintain enquiry records, prevent duplicate submissions, troubleshoot delivery issues and protect the website.
• To send newsletter communications when you have requested them. You may ask us to stop at any time.
• To comply with applicable legal, regulatory and record-keeping obligations.

Sharing and service providers

We do not sell your personal information. We may use trusted technology providers to host the website, store enquiries and deliver communications. When you ask us to proceed with a product or service, relevant information may be shared with insurers, asset management companies, lenders, registrars, intermediaries or other providers as necessary to process your request and subject to their requirements.

We may also disclose information when required by law, regulation, legal process or a lawful request from an authority.

Data security and retention

We use reasonable organisational and technical safeguards intended to protect information from unauthorised access, alteration, disclosure or loss. No internet transmission or storage method can be guaranteed to be completely secure.

We retain information only for as long as reasonably needed for the purposes described here, to provide requested support, maintain business records, resolve disputes, and meet legal or regulatory obligations.

Your choices

You may contact us to request access to, correction of, or deletion of personal information we hold about you, subject to applicable legal and record-keeping requirements. You may also ask us to stop newsletter or other non-essential communications. Messages already required to complete a requested service may still be sent.

External services and links

The website includes links to services such as WhatsApp, Google Maps and social platforms. Those services process information under their own terms and privacy policies. We are not responsible for the privacy practices of third-party websites or applications.

Children’s information

This website is intended for adults seeking information about financial services. We do not knowingly invite children to submit personal information directly. A parent or legal guardian should contact us for services concerning a child.

Changes to this policy

We may update this Privacy Policy when our practices, services or legal obligations change. The latest version will be posted on this page with its updated date.