Privacy Policy

Our Privacy Commitment

At Aurionvestral Financial Planning, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

We believe in transparency and want you to understand exactly how your information is handled

Information We Collect

We collect information in several ways when you interact with our services:

Personal Information You Provide

• Contact details including name, email address, phone number, and mailing address
• Financial information such as income ranges, asset values, and financial goals
• Communication preferences and service requirements
• Payment information for subscription processing

Information We Collect Automatically

• Website usage data including pages visited, time spent, and interaction patterns
• Device information such as IP address, browser type, and operating system
• Cookie data and similar tracking technologies

How We Use Your Information

We use your personal information for the following purposes:

• Providing financial planning consultation services and support
• Processing subscription payments and managing your account
• Communicating about appointments, service updates, and relevant information
• Improving our services based on usage patterns and feedback
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal information based on the following legal grounds:

How We Share Your Information

We may share your information in the following limited circumstances:

• With service providers who assist in delivering our services, under strict confidentiality agreements
• When required by law or to comply with legal processes and regulatory requirements
• To protect our rights, property, or safety, or that of our clients or others
• With your explicit consent for specific purposes you have approved

Data Security Measures

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, and access controls.

While we strive to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Your Privacy Rights

You have several rights regarding your personal information:

• Access - You can request a copy of the personal information we hold about you
• Correction - You can request that we correct inaccurate or incomplete information
• Deletion - You can request deletion of your personal information in certain circumstances
• Restriction - You can request that we limit how we process your information
• Portability - You can request a copy of your data in a machine-readable format
• Objection - You can object to certain types of processing, including direct marketing

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience and gather usage analytics

For detailed information about our cookie practices, please see our Cookie Policy Cookie Policy.

Data Retention Period

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Typically, client data is retained for 7 years after the end of our professional relationship, as required by financial services regulations.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of any material changes by posting the updated policy on our website and updating the effective date.

Last Updated: August 23, 2025

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