Privacy Policy

1. Data We Collect

We may process the following categories of personal data:

• Contact and identification details: Name, email address, phone number, company name.
• Financial and professional information: Information provided during advisory consultations about your business, tax situation, and wealth planning.
• Technical data: IP address, browser type, website visit behavior via cookies.

2. Purposes of Processing

Your data is processed solely for:

• Providing personal financial advice and coaching.
• Creating and managing your wealth plan.
• Communicating about our services and appointments.
• Improving our website and services (based on anonymous statistics).
• Complying with legal obligations.

3. Cookies and Trackers

Our website uses functional cookies that are strictly necessary for the operation of the site. We do not use marketing or tracking cookies for third-party advertising purposes.

4. Sharing with Third Parties

We do not share your data with external parties for marketing purposes. Data may only be shared with strictly necessary third parties (e.g., IT service providers for hosting) under a data processing agreement, or if legally required.

5. Your Rights

You have the right to:

• Request access to your personal data.
• Have incorrect data corrected.
• Have your data deleted (unless we are legally required to retain it).
• Object to processing.
• Withdraw your consent (for consent-based processing).
• File a complaint with the Dutch Data Protection Authority.

6. Contact for Privacy Questions

For questions about this policy or to exercise your rights, you can contact: