SA Financial Planners (Pty) Ltd. Privacy Policy

1. Introduction

At SA Financial Planners (Pty) Ltd (“We”, “us”, “our”), we prioritise your privacy and are committed to its protection. We comply with the South African legislation, namely the Protection of Personal Information Act (POPIA) and the Consumer Protection Act (CPA). This policy outlines how we handle your personal data.

2. Data Collection

We collect personal identification information, contact details, and financial and tax information, which you provide when utilising our services or voluntarily.

3. Data Usage

Your data is leveraged to facilitate and enhance our financial planning services, to respond to queries, to fulfill our legal obligations, and to safeguard the rights and security of our clientele.

4. Data Sharing

We may share your information with our affiliates, third parties assisting in our services, to comply with legal requirements, protect our and users’ rights, and with your explicit consent.

5. Rights and Choices

Under the POPIA, you possess the right to access, rectify, or delete your data, to contest our use of your data, and to file a complaint to the Information Regulator. To exercise these rights, contact us at

6. Security Measures

We have employed appropriate security protocols to guard your data against unauthorised or unlawful access, use, and disclosure.

7. Privacy Policy Amendments

We reserve the right to modify this Privacy Policy periodically. In such an event, we will notify you through an updated “Revised” date at the top of this policy or by other appropriate means.

8. Cookie Policy

We utilise cookies and similar technologies to access and store information. Cookies are small files stored on your device by your browser. They may be first-party cookies (set by us) or third-party cookies (set by other companies we cooperate with, like Google for analytics purposes). Cookies help us understand your usage of our services, secure our services, and provide you with a better user experience. You have the choice to control or limit how we and our partners use cookies by altering your browser settings.

9. Contact Information

If you have questions or comments about this policy, email us at or send your mail to:

SA Financial Planners (Pty) Ltd | Ibis Way, Westlake Country & Safari Estate, Hartbeespoort Dam, 0240

This policy is effective from July, 2023.

We can help you make the most of what you have!