Privacy Policy

We collect only the information necessary to provide our referral services, including:

• Your name
• Contact details
• Business information
• Financial needs or goals

We do not collect sensitive financial documents unless you choose to share them.

We use your information to:

• Understand your financial needs
• Match you with a trusted financial provider
• Communicate with you about your referral
• Improve our services

Your information is used only for referral purposes.

 We share your information only with the financial provider you choose to be connected with. We do not sell, rent, or distribute your information to third parties for marketing or unrelated purposes 

We take reasonable steps to protect your information from unauthorized access, misuse, or disclosure. Your data is stored securely and accessed only by authorized personnel.

You have the right to:

• Request access to your information
• Ask for corrections
• Withdraw your consent
• Request deletion of your information

We will respond promptly to all privacy‑related requests.

Our referral partners may have their own privacy policies. We encourage you to review their policies before sharing additional information with them.

 Our website may use basic cookies to improve user experience and website performance. We do not use cookies for advertising or tracking personal financial data. 

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

If you have questions about this Privacy Policy or how your information is handled, you can contact us directly through our website’s contact form.