Last updated: September 2, 2026
When you engage with our services, we collect personal information necessary to provide financial fee analysis and consultation. This includes your name, email address, banking transaction history (when provided voluntarily), and details about your banking relationships.
We collect this information directly from you through forms, email correspondence, and during consultation sessions. We do not purchase or obtain your information from third-party data brokers.
Your personal information is used exclusively for delivering the services you have requested. This includes analyzing your banking fee patterns, preparing consultation materials, communicating recommendations, and providing follow-up support as outlined in your selected service package.
We do not use your information for marketing purposes beyond the scope of our existing service relationship. We do not sell, rent, or share your personal data with third parties for their commercial purposes.
We employ industry-standard security protocols to protect your information. Banking statements and financial documents are stored in encrypted formats. Access to client data is restricted to team members directly involved in delivering your service.
Communication channels used for sharing sensitive information are encrypted. We regularly review and update our security practices to align with current best practices in data protection.
We retain your information for the duration of our service engagement plus a period of 24 months to facilitate any follow-up questions or additional consultations. After this retention period, your data is securely deleted from our systems.
You may request earlier deletion of your information by contacting us directly. We will comply with such requests within 30 days, subject to any legal obligations that require us to maintain certain records.
You have the right to access the personal information we hold about you, request corrections to inaccurate data, and request deletion of your information. You may also withdraw consent for us to use your data, though this may limit our ability to provide services.
To exercise these rights, contact us at the address provided on our contact page. We will respond to your request within 30 days.
Our website uses essential cookies to maintain session state and remember your cookie consent preferences. We do not use tracking cookies or third-party advertising technologies. For detailed information about our cookie practices, please refer to our Cookies Policy.
We may use third-party platforms for communication (such as video conferencing tools) or document sharing. When using such services, we select providers that maintain strong privacy and security standards. Your interaction with these platforms may be subject to their respective privacy policies.
We may update this privacy policy to reflect changes in our practices or legal requirements. When significant changes are made, we will notify active clients via email. Continued use of our services after policy updates constitutes acceptance of the revised terms.
Questions or concerns about our privacy practices should be directed to [email protected]. We take privacy inquiries seriously and will respond promptly to address your concerns.