1. Introduction
At EverPlan, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard your data when you interact with our website and services.
By using our website or engaging with our services, you agree to the terms outlined in this policy.
2. Information We Collect
We collect the following types of personal information:
Personal Details: Full name, email address, phone number, and any information voluntarily provided through our contact forms.
Business Information: If applicable, business name and relevant financial details for consultation purposes.
Website Usage Data: IP address, browser type, and interactions with our website (collected via cookies).
3. How We Use Your Information
We use collected data for:
Providing Financial Consulting Services – To deliver customized financial strategies and advisory services.
Communication Purposes – Responding to inquiries, scheduling consultations, and providing service updates.
Service Improvement – Enhancing website functionality and user experience.
Legal Compliance – Ensuring adherence to applicable laws and regulations.
We do not sell, rent, or share your personal information with third parties for marketing purposes.
4. How We Protect Your Information
EverPlan takes the security of your data seriously. We implement:
Encryption Protocols – To protect data transmission and storage.
Secure Access Controls – Restricting unauthorized access to personal information.
Data Retention Policies – Storing data only for as long as necessary for service delivery and legal compliance.
5. Your Rights
As a user, you have the following rights regarding your personal data:
✅ Access & Correction: Request access to the information we hold about you and correct inaccuracies.
✅ Data Deletion: Request the removal of your personal data from our records.
✅ Withdraw Consent: Opt out of receiving communications or data processing activities (where applicable).
To exercise your rights, contact us at: [email protected]
6. Cookies & Tracking Technologies
EverPlan uses cookies to enhance website functionality and analyze usage patterns. For more details, refer to our Cookie Policy.
7. Third-Party Links
Our website may contain links to third-party websites for informational purposes. EverPlan is not responsible for the privacy policies of external sites.
8. Policy Updates
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the latest revision date.
📅 Last Updated: [Insert Date]
9. Contact Us
For questions or concerns about this Privacy Policy, please contact us:
📍 Office Address: 80 Camberwell Rd, Crawford, Cape Town, 7770, South Africa
📞 Phone: +27 21 696 7154
📧 Email: [email protected]
🔹 Contact Us – Let’s keep your data secure.