Who we are
Smart Finance Planner (sfplanner.com) is a financial planning consultancy. For any privacy question, write to info@sfplanner.com.
Privacy Policy
Last updated: August 2026
What we collect
Contact details you submit through our forms (name, email, country, reason for contact, message), and — if you choose to send them — your answers to the Financial DNA assessment. Assessment answers stay in your browser unless you explicitly submit them with your email.
Why we use it
To answer your enquiry, prepare and deliver your personalised results, and provide the services you request. We do not sell personal data and we do not use it for automated decisions with legal effects.
Legal basis
Consent, where you submit a form or ask for your results; and legitimate interest in running and improving our services.
Cookies
We use essential cookies and local storage to remember your preferences, such as theme and cookie choice. Optional analytics are only loaded when you accept them in the cookie banner.
Retention
We keep enquiry data for as long as needed to handle your request and to meet legal obligations, then delete it.
Your rights
Under the GDPR you can request access, correction, deletion, restriction, portability, or object to processing. Contact info@sfplanner.com and we will respond within one month.