- Before or at the time of collecting personal information, we will identify the purposes for which information is being collected.
- We will collect and use of personal information solely with the objective of fulfilling those purposes specified by us and for other compatible purposes, unless we obtain the consent of the individual concerned or as required by law.
- We will only retain personal information as long as necessary for the fulfillment of those purposes.
- We will collect personal information by lawful and fair means and, where appropriate, with the knowledge or consent of the individual concerned.
- Personal data should be relevant to the purposes for which it is to be used, and, to the extent necessary for those purposes, should be accurate, complete, and up-to-date.
- We will protect personal information by reasonable security safeguards against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.
- We will make readily available to customers information about our policies and practices relating to the management of personal information.
We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.
“Simple but genuinely effective, our expert advisor’s customized financial advice is designed to achieve your needs, objectives and aspirations.”
“When you work with the best, you set up the efficient framework and strategy in place right at the start – assuring you of reaching your financial objectives and establishing your financial security.”
“The Donavan Experience offers a complete and tailor-made wealth-building consultancy service which is both beneficial enough to satisfy your needs and versatile enough to provide many potential options based on well-educated advice and insights.”
“Donovan Advisory focuses on offering a comprehensive client service founded on attaining significantly satisfying returns through a sound organization and methodical approach. Above all, we aim to safeguard your current financial well-being.”
“Building wealth begins with securing your well-being and that of your family and your business.”