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Privacy Policy

Last updated: March 2026

1. Introduction

AdvisorOne ("we", "us", "our") is committed to protecting your personal information in compliance with the Protection of Personal Information Act (POPIA) of South Africa. This policy explains how we collect, use, store, and protect your data.

2. Data We Collect

We collect the following information that you provide:

  • First name
  • Age range
  • Estimated monthly income
  • Number of dependents
  • Financial data (assets, debts, insurance — as provided by you)
  • Financial goals

3. How We Store Your Data

Currently, all data is stored locally on the device or server where the application is hosted. No data is transmitted to external servers or cloud services at this time. As the Platform evolves, we may integrate third-party services for storage, analytics, or payment processing — in which case this policy will be updated accordingly.

4. How We Use Your Data

Your data is used to:

  • Generate personalised financial insights
  • Calculate financial health metrics
  • Track your goals and financial progress
  • Provide relevant recommendations

We do not sell or share your data with third parties for marketing purposes.

5. Future Third-Party Integrations

In future, we may integrate with payment service providers, analytics platforms, or financial data aggregators. Before any such integration, we will update this policy and notify users. Any third-party service will be required to comply with applicable data protection laws.

6. Your Rights (POPIA)

Under POPIA, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Object to the processing of your personal information
  • Withdraw consent at any time

7. Consent

By using AdvisorOne, you consent to the collection and use of your information as described in this policy. You may withdraw consent at any time by deleting your account or contacting us.

8. Data Security

We take reasonable measures to protect your personal information from unauthorised access, loss, or misuse. However, no system is completely secure, and we cannot guarantee absolute security.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes through the Platform. Continued use after changes constitutes acceptance.

10. Contact

For questions about this policy or to exercise your POPIA rights, please contact us through the Platform.