Privacy Policy and Data Protection

We collect information necessary to provide personalized financial planning consultation services

• Contact information including name, email address, phone number, and mailing address
• Financial information relevant to consultation services, provided voluntarily during assessments
• Communication preferences and consultation history to improve service delivery
• Website usage data and preferences to enhance your consultation experience

We use your information exclusively for providing and improving our consultation services

• Delivering personalized financial planning consultation and analytical reviews
• Communicating about your subscription, appointments, and service updates
• Improving our consultation methodologies and service delivery processes
• Complying with applicable Malaysian financial services regulations and legal requirements

We process your personal data based on the following legal foundations

Primary Legal Basis: We process your data on the basis of consent for consultation services and legitimate interest for service improvement

We maintain strict confidentiality and limit data sharing to specific circumstances

• With your explicit consent for specific consultation-related purposes
• When required by Malaysian law, regulation, or legal process
• With trusted service providers who assist in delivering consultation services under confidentiality agreements

We implement comprehensive security measures including encryption, secure servers, access controls, and regular security assessments to protect your personal information from unauthorized access, alteration, or disclosure.

Under Malaysian Personal Data Protection Act and applicable international standards, you have the following rights

• Access and review personal information we hold about you
• Request correction of inaccurate or incomplete personal data
• Request deletion of your personal information, subject to legal retention requirements
• Object to certain types of data processing for consultation services
• Data portability for information you have provided to us

We use cookies to enhance your website experience and provide personalized consultation tools. Detailed information about our cookie usage is available in our separate cookie policy.

View our complete Cookie Policy for detailed information about tracking technologies Cookie Policy

Our financial planning services are designed for adults aged 18 and older. 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 services, applicable regulations, or data processing practices. Active subscribers will be notified of significant changes via email.

For questions about this privacy policy, to exercise your privacy rights, or to report privacy concerns, please contact us