Privacy Policy
Effective Date: 02/04/2025
Last Updated: 06/08/2025
1. Introduction
Wealth Advisor Connect ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you provide through our platform. This Privacy Policy explains how we collect, use, store, and share your personal information when you use our website and services.
2. What Information We Collect
We may collect the following types of personal information:
Full name
Email address
Phone number
Location or region
Financial goals or preferences (optional and user-submitted)
Any other information voluntarily provided through our forms
3. How We Use Your Information
We collect your information to:
Connect you with licensed financial advisors based on your preferences
Communicate with you about your inquiry
Improve our website and service offerings
Comply with legal and regulatory requirements
We do not provide financial advice ourselves. All advice is offered by third-party licensed advisors.
4. How Your Information Is Shared
We may share your personal information only with:
FSCA-licensed financial advisors for the purpose of fulfilling your request
Service providers who help us operate the platform (e.g., hosting, CRM tools)
We do not sell or rent your personal data to third parties.
5. Data Retention
We retain your information only for as long as necessary to fulfill the purpose for which it was collected or to comply with applicable laws.
6. Your Rights and Choices
You have the right to:
Access the personal information we hold about you
Request correction or deletion of your data
Opt out of communications at any time
To exercise these rights, contact us at: [Insert Contact Email]
7. Cookies & Tracking
We use cookies for basic functionality and analytics. You can modify your browser settings to decline cookies if you prefer.
8. Data Security
We implement reasonable security measures to protect your personal information. However, no method of online transmission or storage is 100% secure.
9. Changes to This Policy
We may update this Privacy Policy occasionally. Updates will be posted on this page with a revised effective date.
10. Contact Us
If you have any questions or requests regarding this policy, please contact:
Trusted by South Africans Nationwide — No fees, no commitments, just expert financial guidance.
Testimonials
Jasmine Richards
Really personalized service here. They nailed my retirement planning too. Feels good knowing my finances are tailored just right and in capable hands.
Monica Chandler
Tried various advisors but none matched Wealth Advisor Connect. Retirement strategies and savvy investment management that actually align with my goals. Real peace of mind.
Thomas Krazinski
Used their estate planning service; straightforward and effective. Made a complex process manageable without any fuss. Satisfied with how everything was handled.
Contact Us
060 042 7998
Watershed, 17 Dock Road, Victoria & Alfred Waterfront
WealthAdvisorConnect™ is a lead generation platform powered by LocalSwift that connects users with FSCA-licensed financial professionals in South Africa. We do not provide financial advice directly. All consultations and financial advice are delivered independently by licensed advisors.