Privacy Policy

Learn more about how Brumelionstudio protects your personal information and maintains confidentiality during our financial planning consultations. This privacy policy outlines our commitment to safeguarding your financial data and personal details.

Information We Collect

We collect various types of information to provide effective financial planning consultations and investment advice services. This information helps us understand your financial situation and deliver personalized recommendations.

• Personal identification information (name, address, contact details)
• Financial information (income, assets, investment goals, risk tolerance)
• Professional information (employment status, industry, financial objectives)
• Technical information (website usage data, consultation preferences)

How We Collect Information

Information is collected through various channels including consultation forms, direct communications, website interactions, and during our financial planning meetings. We ensure all data collection methods are secure and transparent.

How We Use Your Information

Your personal and financial information is used exclusively to provide high-quality financial planning services and investment consultations. We use this data to:

• Develop personalized financial plans and investment strategies
• Provide ongoing consultation services and portfolio recommendations
• Communicate important updates about your financial planning progress
• Improve our services and consultation methodologies

Information Sharing and Disclosure

We maintain strict confidentiality regarding your financial information. We do not sell, trade, or transfer your personal information to third parties without your explicit consent, except where required by law or for essential service delivery.

Data Security Measures

We implement robust security measures to protect your financial information, including encrypted data transmission, secure storage systems, access controls, and regular security audits. Your consultation data is handled with the highest level of professional confidentiality.

Your Privacy Rights

Under South African privacy legislation, you have several important rights regarding your personal information:

• Right to access and review your personal financial data
• Right to request corrections to inaccurate information
• Right to request deletion of your personal data (subject to legal requirements)
• Right to restrict processing of your information in certain circumstances

Data Retention

We retain your financial information only as long as necessary to provide our consultation services and comply with legal obligations. Financial consultation records are typically maintained for seven years in accordance with industry standards and regulatory requirements.

Updates to This Policy

This privacy policy may be updated periodically to reflect changes in our practices or legal requirements. We will notify you of any significant changes through email or website announcements.