Privacy Policy

1. Introduction
At OptiPlan, we are committed to protecting the privacy and personal data of our clients and website visitors. This Privacy Policy outlines how we collect, use, and safeguard your information while delivering tailored consulting services. We comply with the Protection of Personal Information Act (POPIA) in South Africa to ensure transparent and lawful data practices. Our priority is to maintain your trust as we support your business success.

2. Information We Collect
We collect personal details such as your name, email address, phone number, and business information when you engage our services or contact us. This data is obtained through website forms, email communication, or direct consultations to provide customized strategic and financial solutions. We may also gather anonymized data, like browsing habits, to improve our site’s usability and performance. All data collection is conducted with your consent and adheres to legal standards.

3. How We Use Your Information
Your personal information is used to deliver consulting services, respond to your inquiries, and provide strategies aligned with your business goals. We may send you updates or insights about our services if you’ve opted in to receive them. This data allows us to analyze your needs and craft effective financial and operational plans. We process your information only for purposes you’ve agreed to, ensuring it serves your interests.

4. Data Storage and Security
We store your data on secure servers with advanced encryption and restricted access to prevent unauthorized breaches. Our security measures include firewalls, regular system checks, and data protection protocols to safeguard your information. We retain data only as long as needed to fulfill its intended purpose, after which it is securely deleted. These practices align with POPIA to ensure your information remains protected.

5. Sharing Your Information
OptiPlan does not sell or lease your personal data to third parties for marketing purposes. We may share it with trusted partners, such as IT or analytical service providers, to support our consulting work. These partners are bound by confidentiality agreements and must comply with POPIA regulations. Any sharing is strictly limited to enhancing our services for your benefit.

6. Your Rights
Under POPIA, you can access, correct, or request the deletion of your personal data held by us. You may also object to its processing or withdraw consent at any time, subject to legal requirements. We are dedicated to upholding your rights and will respond to requests promptly and clearly. This empowers you to manage your data with confidence.

7. Cookies and Tracking Technologies
Our website uses cookies to improve your experience and collect usage data for site enhancement. You can control cookie settings in your browser, though disabling them may affect certain features. We use this information to optimize our services and ensure seamless navigation, respecting your privacy. More details are available in our Cookie Policy.

8. Contact Us
If you have questions or requests about this Privacy Policy or your data, we’re here to help. Your feedback is vital to improving our practices and maintaining your trust. Please reach out for assistance or clarification on your rights. Contact us at:

Email: [email protected]
Phone: +44 192 370 0645
Pinner HA5 4FH, United Kingdom

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