Home/Legal
Privacy, Terms & Disclaimer
How we handle your information, the terms for using this website, and important disclaimers.
Privacy Policy
When you contact us through this website, we collect the details you choose to share — such as your name, phone number, email, city and message — to respond to your enquiry and, if you engage us, to provide our services.
We do not sell your personal information. We share it only with service providers who help us operate (for example, email or form-handling services) or where required by law or regulation. The calculators, quiz and health check on this website run in your browser; we do not store your answers.
You may ask us to access, correct or delete your information by contacting us. This website may use basic analytics to understand how visitors use it.
Terms of Use
The content on this website is provided for general information and education. You may not copy or reproduce it for commercial purposes without permission. Links to external websites are provided for convenience; we are not responsible for their content.
Nothing on this website creates a client relationship. A relationship begins only after mutual agreement and completion of the required onboarding and documentation.
Disclaimer
Investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance does not guarantee future results. Financial products and services should be evaluated based on individual suitability, risk profile and financial objectives.
Calculator results are illustrations based on the assumptions you enter. They are not guarantees or forecasts of future returns. Information on this website is not an offer, solicitation or recommendation to buy or sell any financial product, and should not be relied upon as personalised advice.
Disclosure
Our registration details, nature of services and commission disclosure are available on the Disclosure section of the Resources page.
Ready to take the next step?
Let's talk about your financial goals.