Last updated: 17 May 2026
Who We Are: The Finance Experts is a professional financial consulting firm based in Cape Town, South Africa. We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner, in accordance with the Protection of Personal Information Act (POPIA).
What Personal Information
We Collect: We collect information that identifies you as an individual. This includes your name, contact details (email, phone number, physical address), South African ID number, and financial information relevant to our consulting services.
How We Collect Information: We collect data directly from you when you complete our contact forms, engage in our consulting sessions, or communicate with us via email. We may also collect technical data automatically when you use our website.
Why We Use Your Data and Legal Basis: We process your information to provide financial advice, manage our relationship with you, and improve our services. Our legal basis for processing is either your explicit consent, our contractual obligations, or our legitimate business interests in providing expert financial guidance.
Cookies and Tracking: Our website uses cookies to enhance your browsing experience and analyze site traffic. You can choose to disable cookies through your browser settings, though this may limit your access to certain website features.
Who We Share Data With: We do not sell your data. We only share information with trusted third-party service providers who assist in our operations, such as IT support and cloud storage providers, all of whom are required to maintain strict confidentiality.
International Transfers: If we transfer your data outside of South Africa, we ensure that the recipient country provides an adequate level of protection similar to POPIA or that we have legally binding agreements in place to secure your information.
Data Security: We implement robust technical and organizational measures to safeguard your data against unauthorized access, loss, or theft. While we use industry-standard security protocols, no digital transmission is entirely risk-free.
How Long We Keep Data: We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by South African financial and legal record-keeping regulations.
Your Rights Under POPIA: You have the right to access the personal information we hold about you, request corrections to inaccurate data, or ask for the deletion of your records. You may also object to processing or withdraw your consent at any time.
Marketing Communications: We may send you financial insights or service updates if you have opted in to receive them. You can unsubscribe from these communications at any time by clicking the link in our emails.
Third-Party Links and Children’s Data: Our site may contain links to external websites; we are not responsible for their privacy practices. We do not knowingly collect information from children under the age of 18.
Changes To This Policy: We may update this policy periodically to reflect changes in law or our internal processes. Updates will be posted on this page with a revised date.
Contact Details: For any privacy-related queries or to exercise your rights, please contact our Information Officer at our Cape Town office through our website contact form.