Privacy policy
Last modified: August 8, 2025
Introduction
Welcome to Wealth Planning 360 (“Wealth Planning 360 “, “we”, “us”, or “our”). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit https://wealthplanning360.com and use our services (collectively, the “Services”).
We are committed to protecting your personal information and your right to privacy. Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access our Services.
Information We Collect
Personal Data
We may collect personal information that you voluntarily provide to us when you use our Services. This may include:
- Contact information (such as name, email address, phone number)
- Account credentials (such as usernames and passwords)
- Payment information (such as credit card details and billing addresses)
- Profile information (such as profile pictures, preferences, and settings)
- Communications you send to us (such as customer support inquiries)
Automatically Collected Information
When you access our Services, we may automatically collect certain information, including:
- Device information (such as your IP address, browser type, and operating system)
- Usage information (such as pages visited, time spent on pages, and links clicked)
- Performance information (such as crash reports and system activity)
Cookies and Similar Technologies
We use cookies and similar tracking technologies to collect and store information. Cookies are small data files that are placed on your device when you visit a website. We use cookies to:
- Remember your preferences and settings
- Understand how you interact with our Services
- Analyze and improve our Services
- Provide personalized content and advertisements
You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of our Services may become inaccessible or not function properly.
How We Use Your Information
We may use the information we collect for various purposes, including to:
- Provide, maintain, and improve our Services
- Process transactions and send related information
- Send administrative information, such as updates, security alerts, and support messages
- Respond to your comments, questions, and requests
- Personalize your experience and deliver content tailored to your interests
- Monitor and analyze trends, usage, and activities in connection with our Services
- Detect, investigate, and prevent fraudulent transactions and other illegal activities
- Comply with legal obligations
Disclosure of Your Information
We may share your information in the following situations:
- With service providers who perform services on our behalf
- To comply with legal obligations
- To protect and defend our rights and property
- With your consent or at your direction
Data Retention
We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. We typically retain personal information for 12 months after your last interaction with our Services, after which it will be securely deleted or anonymized.
Your Privacy Rights
Depending on your location, you may have certain rights regarding your personal information, including:
- The right to access the personal information we have about you
- The right to request correction of inaccurate personal information
- The right to request deletion of your personal information
- The right to object to processing of your personal information
- The right to data portability
- The right to withdraw consent
You can request to delete your account and associated personal information by contacting us at enquiry@wphealthplanning.com.
To exercise any of these rights, please contact us at enquiry@wphealthplanning.com. We will respond to your request within the timeframe required by applicable law.
Changes to This Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
Contact us
If you have any questions about this Privacy Policy, please contact us at enquiry@wphealthplanning.com.