Last updated: June 2026
We will never sell your personal information
Future Planner does not sell, rent or trade your personal information to any third party, advertiser or data broker, for any reason, ever. Your estate details, financial information and personal data exist solely to provide you with our services.
1. What information we collect
When you use Future Planner's website and tools, we may collect:
- Contact details — name, email address, phone number when you submit a form, sign up, or contact us
- Estate planning information — details you provide when using our Will Drafting tool or Estate Health Check, including assets, liabilities, beneficiaries and family information
- Investment information — portfolio data, target returns and fund selections if you use our Investment Explorer and Portfolio Tracker as a registered member
- Account information — email address and encrypted password if you create an account
- Usage data — pages visited, time spent, and general location (city-level) via Google Analytics, to help us improve the website
2. How we use your information
We use the information you provide strictly to:
- Prepare will drafts, trust registration documents and estate planning advice you request
- Respond to your enquiries and provide customer support
- Maintain your investment portfolio tracker if you are a registered member
- Send you service-related communication (such as your will draft for review)
- Improve our website and tools based on general usage patterns
- Comply with South African legal and regulatory requirements
3. We do not sell your data
Future Planner does not sell, rent, lease or trade your personal information to advertisers, marketers or any third party for commercial gain. We are not in the business of monetising your data — our business is estate planning and investment guidance, and your information is used only to deliver that service to you.
4. Who we share information with
We only share your information in these limited circumstances:
- Service providers who help us operate the website (e.g. our secure cloud database provider and email service), bound by confidentiality obligations
- Legal requirements — if required by law, court order, or to protect the rights and safety of Future Planner or others
- With your explicit consent — for example, if you ask us to liaise with the Master of the High Court or another institution on your behalf
5. How we protect your information
We take reasonable technical and organisational measures to protect your personal information, including:
- Encrypted password storage and secure authentication for member accounts
- Database-level access controls so each member can only access their own portfolio data
- Secure HTTPS connections across the website
- Limiting access to your information to staff who need it to assist you
No method of transmission over the internet is 100% secure, but we are committed to protecting your information using industry-standard practices.
6. Your rights
Under the Protection of Personal Information Act (POPIA), you have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information, subject to legal retention requirements
- Object to certain processing of your information
- Withdraw consent at any time where processing is based on consent
To exercise any of these rights, contact us at info@futureplanner.co.za.
7. Cookies and analytics
We use Google Analytics to understand how visitors use our website (such as which pages are popular and how long visitors stay). This data is aggregated and does not personally identify you. You can opt out of Google Analytics tracking using your browser settings or extensions such as Google's Analytics Opt-out Browser Add-on.
8. Data retention
We retain your personal information only for as long as necessary to provide our services and comply with legal obligations. Estate planning documents may be retained longer where required by law or professional standards.
9. Changes to this policy
We may update this privacy policy from time to time. Material changes will be communicated via the website. Continued use of our services after changes constitutes acceptance of the updated policy.
10. Contact us
If you have questions about this privacy policy or how we handle your information, contact us:
- Email: info@futureplanner.co.za
- Phone: 010 140 3298
- WhatsApp: 083 805 4028