Privacy Policy

Last updated: 22 August 2026

This Privacy Policy explains how The SA Financial Planner's Toolkit collects, uses and protects personal information when you visit our website or purchase our digital products.

Information we collect

When you purchase the toolkit or contact us, we may receive information such as your name, email address, transaction details and any information you voluntarily provide in communications with us.

Payments

Payments are processed through third-party payment and digital-delivery providers. We do not directly store your full payment-card details.

How we use your information

We may use your information to process and fulfil purchases, provide access to purchased files, respond to support requests, process refunds, maintain transaction records, prevent fraud and improve the customer experience.

Service providers

We may use trusted third-party service providers for payment processing, digital product delivery, website hosting, analytics and related operational functions. These providers may process information only as necessary to provide their services.

Cookies and analytics

The website may use cookies or similar technologies for essential website functionality, analytics and advertising measurement. Where required, appropriate consent mechanisms may be used.

Data retention

We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including legal, accounting, fraud prevention and customer-support requirements.

Your rights

You may request access to, correction of, or deletion of personal information we hold about you, subject to applicable legal and record-keeping requirements.

Security

We take reasonable steps to protect personal information, but no method of internet transmission or electronic storage can be guaranteed to be completely secure.

Contact

The SA Financial Planner's Toolkit
Cape Town, South Africa
Email: alandeancohen@gmail.com