Privacy Policy
June 23, 2025
Information We Collect
We collect information necessary to provide exceptional financial coaching services and personalized investment guidance.
This includes personal details, financial information, and investment preferences required for portfolio optimization, risk assessment, and asset allocation planning. We gather this data to deliver effective capital management strategies and wealth building guidance tailored to your specific needs and investment horizon.
Types of Information
Our financial coaching services require various types of information to provide personalized investment strategies:
Personal identification information for account setup and diversification strategy development
Financial data including income, assets, and investment goals for return on investment analysis
Risk tolerance assessments for appropriate market volatility planning and capital preservation strategies
Contact preferences for ongoing support with tax optimization and estate planning guidance
How We Use Your Information
Your information enables us to provide comprehensive financial coaching and investment planning services:
Developing personalized insurance planning and emergency fund strategies
Creating customized debt management and budgeting solutions
Providing ongoing market analysis and investment horizon adjustments
Delivering targeted financial education and wealth management resources
Information Sharing
We do not sell or share your personal information with third parties for marketing purposes.
Limited sharing occurs only with trusted service providers who assist in delivering our financial coaching services, such as portfolio tracking platforms or market analysis tools. All partners are bound by strict confidentiality agreements.
Cookies and Tracking
Our website uses cookies to enhance your financial coaching experience.
These help us remember your investment preferences, track engagement with our educational content, and provide personalized portfolio optimization recommendations.
You can manage cookie preferences through your browser settings or our preference center.
Your Rights
You have important rights regarding your personal information:
Access your personal data and investment strategy records
Request corrections to your financial information and risk assessments
Request deletion of your data (subject to legal and regulatory requirements)
Withdraw consent for marketing communications about our wealth building services
Data Security
We implement robust security measures to protect your financial information, including encryption, secure servers, and regular security audits to safeguard your investment data and personal details.
Data Retention
We retain your information for as long as necessary to provide our financial coaching services and comply with legal requirements, typically 7 years for financial records as required by South African regulations.
Contact Us
For questions about this privacy policy or your personal information:
Email: info@carventilab.com | Phone: +27 82 345 6789: info@carventilab.com
Phone: +27 82 345 6789
Address: V&A Waterfront, Silo District, South Arm Road, Cape Town, 8001, South Africa
By using our services, you acknowledge that you have read and understood this privacy policy.