Privacy Policy

Last updated: March 17, 2026

This Privacy Policy describes how WealthMilestone collects and uses your personal information. We are committed to protecting your privacy and handling your data responsibly. By using our website and services, you consent to the practices outlined in this policy.

Information We Collect

We collect various types of information to provide and improve our financial goal tracking services. When you register an account, we collect personal details including your name, email address, and contact information. This information helps us identify you and communicate with you regarding your account.

As you use our platform, we automatically collect usage data such as the pages you visit, the features you access, and the time spent on different sections. We also gather information about your financial goals, savings milestones, and progress tracking activities that you voluntarily input into our dashboard. Additionally, we collect technical information including your IP address, browser type, and device information to optimize your experience.

How We Use Your Information

We use your personal information to deliver our core services including financial goal setting, SMART objective tracking, and progress monitoring. Your data enables us to create personalized financial dashboards, benchmark your savings rate against realistic targets, and provide milestone review frameworks tailored to your needs.

We analyze aggregated usage data to enhance our platform’s functionality and identify areas for improvement. Your information helps us send service-related updates, respond to inquiries, and provide customer support. We may also use your data to communicate about new features, financial insights relevant to the Malaysian market, and educational content about personal finance planning. We never sell your personal information to third parties for marketing purposes.

Cookies and Tracking Technologies

We use cookies to enhance your browsing experience and maintain your session security. These small files are stored on your device and help us remember your preferences, track your progress through our platform, and understand how you interact with our services. Essential cookies are necessary for core functionality, while analytical cookies help us improve our website performance.

You have control over cookie settings through your browser. Most browsers allow you to refuse cookies or alert you when cookies are being sent. However, disabling cookies may limit your ability to access certain features of our platform. For more detailed information about our cookie practices, please visit our Cookie Policy.

Your Rights and Choices

You have the right to access, correct, or delete your personal information at any time. You can request a copy of the data we hold about you, update inaccurate information, or ask us to remove your data from our systems. You also have the right to object to our processing of your information or request that we restrict how we use it.

To exercise these rights, please contact us using the information provided below. We will respond to legitimate requests within 30 days. If you wish to withdraw consent for specific processing activities, you can do so at any time. You also have the right to lodge a complaint with relevant data protection authorities if you believe your privacy rights have been violated.

Data Security

We implement comprehensive security measures to protect your personal information from unauthorized access, alteration, and disclosure. Our platform uses encryption protocols, secure authentication methods, and regular security audits to safeguard your financial data and personal details.

While we maintain strong security practices, no system is completely immune to security risks. We encourage you to use strong passwords, enable two-factor authentication when available, and avoid sharing your account credentials with others. You are responsible for maintaining the confidentiality of your login information.

Third-Party Services

Our platform may integrate with third-party services to enhance functionality, such as payment processors for financial transactions or analytics providers for platform improvement. These service providers have their own privacy policies and may collect information subject to their terms. We ensure that all third parties maintain adequate security standards and handle your data responsibly.

We only share information with third parties when necessary to provide our services or when required by law. We do not authorize third parties to use your information for their own marketing purposes without your explicit consent.

Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this policy. Financial goal tracking data is maintained throughout your account’s active period. Once you delete your account, we will remove your personal information within a reasonable timeframe, except where we are required to retain it by law or for legitimate business purposes.

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will notify you by updating the “Last updated” date at the top of this page. Your continued use of our platform following such updates constitutes your acceptance of the revised policy.