Privacy Policy

1. Information Collection

We collect personal information through our website, event participation, and when you engage with our services. This includes your name, contact details, and survey responses.

2. Use of Information

Your data is used to offer personalised financial and estate planning services. Our Licensed Financial Planners are licensed and operate through FA Advisory, an independent firm in Kuala Lumpur, affiliated with the Financial Alliance Group, Singapore's largest independent advisory firm. Estate planning is managed through Rockwills Corporation Sdn Bhd, RHB Trustees Berhad, and as-Salihin Trustee Berhad.

3. Information About Another Person

When you give us information about another person, you confirm that they have appointed you to act for them, to consent to the processing of their personal data and to receive on their behalf, any data privacy notices.

4. Data Sharing

We only share your information with affiliated service providers and partners as necessary for the delivery of services, and in compliance with legal requirements.

5. Data Security

We employ stringent measures to safeguard your data, ensuring its confidentiality and protection from unauthorised access.

6. Your Rights

You may access, update, or request deletion of your information by contacting us at hannah@simplybetterfinances.com.

7. Cookies

Cookies are used to enhance your experience on our website and for analytical purposes.

8. Policy Updates

This policy may be updated periodically. Changes will be communicated through our website or directly to you.

9. Contact Us

For any questions regarding this Privacy Policy, please contact us at hannah@simplybetterfinances.com or +6018-380 9788.