Privacy Policy

Esaxevithara is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial planning services. Information we collect: Personal information may include your name, email address, phone number, address, date of birth, and financial information necessary for providing our services. We collect this information when you register for our services, contact us, or use our website. Financial information includes details about your income, expenses, assets, liabilities, investment preferences, and financial goals. This information is essential for providing personalized financial planning services. Usage information is automatically collected when you use our website or mobile application, including IP address, browser type, device information, and pages visited. How we use your information: We use your personal information to provide financial planning services, create personalized strategies, and communicate with you about your account. Your information helps us analyze your financial situation and provide relevant advice. We may use your contact information to send service updates, newsletters, and promotional materials. You can opt out of marketing communications at any time. Usage data helps us improve our services, website functionality, and user experience. Information sharing: We do not sell, trade, or rent your personal information to third parties. We may share your information with trusted service providers who assist in delivering our services, subject to confidentiality agreements. We may disclose information if required by law, court order, or government regulation, or to protect our rights and safety. Data security: We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These include encryption, secure servers, access controls, and regular security assessments. Despite our efforts, no security system is completely secure, and we cannot guarantee absolute security. Your rights: Under South Africans Privacy Principles, you have the right to access, correct, or delete your personal information. You may also request information about how we use your data or lodge a complaint about our privacy practices. To exercise these rights, contact us using the information provided below. Data retention: We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial records may be retained for up to seven years as required by South Africans law. International transfers: Your information may be transferred to and processed in countries outside South Africa where our service providers are located. We ensure appropriate safeguards are in place to protect your information during such transfers. Changes to this policy: We may update this Privacy Policy periodically. We will notify you of significant changes by email or website notice. Continued use of our services after changes indicates acceptance of the updated policy. Contact us: If you have questions about this Privacy Policy or wish to exercise your privacy rights, contact our Privacy Officer at info@esaxevithara.com or write to us at Level 12, 380 Collins Street, Melbourne VIC 3000, South Africa. Complaints: If you believe we have breached South Africans Privacy Principles, you may file a complaint with the Office of the South Africans Information Commissioner (OAIC) at oaic.gov.au. Last updated: June 17, 2025.