Cookie Policy

Cookie Usage Information

This Cookie Policy explains how plexzanthagency.com uses cookies and similar technologies when you visit our financial planning website. We use cookies to enhance your browsing experience, provide personalized investment strategy content, and analyze website performance to improve our portfolio management services.

Effective Date: June 24, 2025

What Are Cookies

Cookies are small text files stored on your device when you visit websites. They help us remember your preferences, provide customized financial planning content, and improve your overall experience with our investment strategy services.

Cookies contain information about your browsing behavior and preferences but do not contain personal financial data or sensitive information.

Types of Cookies We Use

We use several categories of cookies to support our financial planning subscription service:

Essential Cookies

Required for basic website functionality, user authentication, and accessing your financial planning dashboard and portfolio management tools.

Login sessions, security features, form submissions, and navigation functionality.

Performance Cookies

Help us understand how visitors interact with our investment strategy content and financial planning resources to improve service quality.

Page views, time spent on site, popular content sections, and user engagement metrics.

Functionality Cookies

Remember your preferences and settings to provide a personalized experience with our asset allocation tools and market analysis features.

Language preferences, dashboard customization, notification settings, and saved financial planning preferences.

Marketing Cookies

Used to deliver relevant financial planning content and investment strategy information based on your interests and browsing behavior.

Targeted content delivery, personalized investment recommendations, and relevant financial planning resources.

How We Use Cookies

We use cookies for the following purposes related to our financial planning services:

  • Providing secure access to your investment portfolio and financial planning dashboard
  • Remembering your risk management preferences and asset allocation settings
  • Analyzing website performance to improve our diversification tools and market analysis features
  • Delivering personalized content about retirement planning and wealth building strategies
  • Ensuring website security and preventing unauthorized access to financial information

Third-Party Cookies

We may use third-party services for analytics, security, and functionality enhancement. These services may place their own cookies on your device to support our financial planning subscription service.

Third-party cookies are governed by the respective privacy policies of those service providers.

Managing Your Cookie Preferences

You have control over cookie usage on our website through several methods:

Browser Settings

Configure your browser to accept, reject, or notify you about cookies. Note that disabling certain cookies may affect website functionality and your access to financial planning features.

Website Settings

Use our cookie preference center to customize which types of cookies you allow while using our investment strategy and portfolio management services.

Opt-Out Options

You can opt out of certain tracking cookies while still maintaining access to essential financial planning functionality and services.

Disabling cookies may limit your ability to use certain features of our financial planning subscription service.

Browser-Specific Cookie Management

Instructions for managing cookies in popular browsers:

  • Google Chrome: Settings > Privacy and Security > Cookies
  • Mozilla Firefox: Options > Privacy & Security > Cookies
  • Safari: Preferences > Privacy > Cookies and Website Data
  • Microsoft Edge: Settings > Cookies and Site Permissions

Changes to Cookie Policy

We may update this Cookie Policy periodically to reflect changes in our financial planning services, technology, or legal requirements. Updated policies will be posted on our website with a revised effective date.

Contact Information

For questions about our Cookie Policy or cookie usage on our financial planning website:

Email: privacy@plexzanthagency.com

Phone: +27 11 189 3420

Address: 15 Sandton Drive, Sandton, Johannesburg, 2196, South Africa