Privacy Policy

Privacy Protection Commitment

At plexzanthagency.com, we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, protect, and manage your data when you use our financial planning subscription service, investment strategy tools, and portfolio management resources.

Last Updated: June 30, 2025

Information We Collect

We collect information necessary to provide comprehensive financial planning services and investment strategy guidance:

• Personal identification information including name, email address, phone number, and mailing address for account management and service delivery
• Financial information such as investment objectives, risk tolerance, asset values, and income details to develop personalized portfolio management strategies
• Usage data including website interactions, feature preferences, and service utilization patterns to improve our financial planning tools and market analysis resources
• Communication records including support inquiries, consultation notes, and feedback to ensure quality service delivery and client satisfaction

How We Use Your Information

Your information is used exclusively to provide and improve our financial planning subscription service:

• Delivering personalized investment strategies, asset allocation recommendations, and diversification guidance based on your financial goals and risk profile
• Providing ongoing portfolio management services, market analysis reports, and retirement planning updates tailored to your needs
• Processing subscription payments, managing your account, and delivering customer support for our financial planning services
• Improving our wealth building tools, capital growth strategies, and risk management features through usage analysis and client feedback

Information Protection

We implement comprehensive security measures to protect your personal and financial information. Our systems use industry-standard encryption, secure servers, and access controls to safeguard your data. Regular security audits ensure ongoing protection of your sensitive information related to investment strategies and financial planning activities.

Cookies and Tracking

We use cookies to enhance your experience with our financial planning subscription service, remember your preferences, and provide personalized investment strategy content. Cookies help us deliver relevant market analysis and portfolio management tools.

You can manage cookie preferences through your browser settings or our cookie preference center without affecting core financial planning functionality.

Information Sharing

We do not sell or rent your personal information. Limited sharing occurs only in these circumstances:

• With trusted service providers who assist in delivering our financial planning services under strict confidentiality agreements
• When required by law, court order, or regulatory authorities in connection with legal proceedings or compliance obligations
• To protect our rights, property, or safety, or that of our clients, in accordance with applicable laws and professional standards

Your Privacy Rights

You have several rights regarding your personal information and our financial planning services:

• Access and review your personal information and financial planning data stored in our systems
• Request corrections or updates to your investment objectives, risk tolerance, or contact information
• Opt out of non-essential communications while maintaining access to important account and service notifications
• Request deletion of your account and associated data, subject to legal and regulatory retention requirements

Data Retention

We retain your information for as long as necessary to provide financial planning services and comply with legal obligations. Financial records and investment strategy documentation may be retained for extended periods as required by South African financial services regulations and professional standards.

Children's Privacy

Our financial planning subscription service is designed for adults. We do not knowingly collect personal information from individuals under 18 years of age. Investment strategy and portfolio management services are provided only to legally qualified adults who can enter into financial agreements.

Policy Updates

We may update this Privacy Policy to reflect changes in our financial planning services, legal requirements, or privacy practices. Significant changes will be communicated through email or website notifications to ensure you remain informed about how we protect your information.

Privacy Contact Information

For questions about this Privacy Policy or our data practices related to financial planning services: