At Planify, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you interact with our website and services. By using our website, you agree to the terms outlined in this policy.
If you have any questions about this policy, please contact us at:
📍 Address: 7 Rose Rd, Ravensmead, Cape Town, 8001, South Africa
📞 Phone: +27 21 419 7410
📧 Email: [email protected]
1. Information We Collect
When you use our website or services, we may collect the following types of information:
Personal Information: Name, email address, phone number, and any details provided via our contact forms.
Financial Information: If applicable, financial details you provide during consultations or transactions.
Technical Data: IP address, browser type, device information, and website usage data collected via cookies and analytics tools.
Communication Data: Information shared when you contact us via email, phone, or website forms.
We only collect necessary information required for providing our financial planning services and improving user experience.
2. How We Use Your Information
We use your information for the following purposes:
✅ Providing Financial Planning Services – To deliver personalized financial advice and retirement planning assistance.
✅ Customer Support – To respond to your inquiries and provide assistance when needed.
✅ Improving Our Services – To analyze website usage and enhance our offerings.
✅ Marketing & Communication – To send updates, promotional content, and newsletters (only with your consent).
✅ Legal Compliance – To comply with South African financial regulations and data protection laws.
We do not sell, rent, or trade your personal information to third parties.
3. How We Protect Your Information
We take appropriate security measures to safeguard your personal information from unauthorized access, disclosure, or misuse. This includes:
✔ Data Encryption: Secure storage of sensitive data.
✔ Access Control: Limited access to personal data within our team.
✔ Regular Security Audits: Ensuring compliance with privacy and security standards.
Despite our efforts, no online transmission or storage method is 100% secure. However, we continuously improve our security practices to protect your data.
4. Cookies & Tracking Technologies
We use cookies and tracking technologies to enhance user experience and analyze website performance.
Types of Cookies We Use:
Essential Cookies: Required for basic website functionality.
Analytics Cookies: Help us understand user behavior and improve site navigation.
Marketing Cookies: Used to provide relevant advertisements and promotional materials.
You can adjust your browser settings to disable cookies at any time. However, disabling certain cookies may affect website functionality.
For more details, visit our Cookie Policy.
5. Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy. Once data is no longer needed, it is securely deleted.
If you wish to request data deletion, contact us at [email protected].
6. Third-Party Services
We may use third-party tools (e.g., analytics providers, payment processors) that process your data on our behalf. These third parties adhere to strict security and privacy policies.
We are not responsible for the privacy practices of external websites linked on our platform. Please review their privacy policies before providing personal data.
7. Your Rights Under South African Law
Under the Protection of Personal Information Act (POPIA) and other relevant laws, you have the right to:
🔹 Access Your Data – Request a copy of the personal information we hold about you.
🔹 Correct Your Data – Request corrections if any information is inaccurate.
🔹 Withdraw Consent – Opt-out of marketing communications at any time.
🔹 Request Data Deletion – Ask us to delete your data under certain conditions.
To exercise your rights, please email [email protected].
8. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our practices or legal requirements. Any updates will be posted on this page with a revised date.
We encourage you to review this policy periodically to stay informed about how we protect your data.
9. Contact Us
If you have any questions or concerns about our Privacy Policy, please reach out:
📍 Planify
📍 Address: 7 Rose Rd, Ravensmead, Cape Town, 8001, South Africa
📞 Phone: +27 21 419 7410
📧 Email: [email protected]