Privacy Policy

Introduction

Insightblick is committed to protecting your privacy and personal information. This privacy policy explains how we collect, use, and protect your personal data when you use our financial planning services.

Information We Collect

We collect the following types of information to provide our financial planning services:

• Contact information (name, email, phone number, address)
• Financial information (income, assets, investment goals)
• Demographic information (age, occupation, family status)
• Website usage data (pages visited, time spent, interactions)

How We Use Your Information

We use your personal information for the following purposes:

• Providing personalized financial planning and investment advice
• Processing subscription payments and managing your account
• Communicating updates about your financial plan and market insights
• Improving our services and developing new financial planning tools

Data Protection and Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. Your financial data is encrypted and stored securely.

Data Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your explicit consent for specific services
• When required by law or legal proceedings
• With trusted service providers who assist in delivering our services

Cookies and Tracking

We use cookies to enhance your experience on our website and provide personalized financial planning services.

Learn more about our cookie practices Cookie Policy

Your Rights

You have the following rights regarding your personal information:

• Access to your personal data and how it's being used
• Correction of inaccurate or incomplete information
• Deletion of your personal data under certain circumstances
• Portability of your data to another service provider

Data Retention

We retain your personal information only as long as necessary to provide our financial planning services, comply with legal obligations, and resolve disputes. Financial planning records are typically retained for seven years after account closure.

Children's Privacy

Our financial planning services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We will notify you of material changes via email or website notification.

Contact Us

If you have questions about this privacy policy or wish to exercise your rights, please contact us at [email protected] or +27 82 400 5831.