Privacy Policy
Last updated: 3 September 2026
Welcome to Plan With Mary. Your trust is the foundation of our partnership as we help your family build wealth. This Privacy Policy details how we handle your information with the care it deserves, in compliance with the Singapore Personal Data Protection Act (PDPA).
1. Important Disclaimer
The information provided on this page and throughout our website is for general educational purposes and does not constitute legal advice. For specific legal concerns regarding data privacy, please consult a qualified legal professional.
2. Who We Are
Plan With Mary (“we”, “us”, “our”) is a dedicated financial planning service based in Singapore.
Contact Details:
- Email: tnlw@planwithmary.sg
- Phone: +65 9621 1304
- Location: Singapore
3. Data We Collect
We collect information to provide you with a seamless and personalised experience. This includes:
- Direct Information: When you fill out website forms, book a consultation, subscribe to our newsletter, or complete a purchase at our store checkout, we collect your name, email, phone number, and any financial goals or notes you share.
- Automated Information: Through the Wix platform, we receive data about your visit, such as your IP address, browser type, and how you navigate our site.
- Third-Party Tools: We use Google Analytics and Google Ads to understand site traffic and the effectiveness of our outreach. These tools may collect data about your online behaviour.
- Marketing: If you join our mailing list, we track engagement to ensure our financial tips remain relevant to your family's needs.
4. How We Use Your Data
Your data allows us to:
- Manage your bookings and process store transactions.
- Send you helpful financial resources and updates you've requested.
- Improve our website experience based on visitor trends.
- Comply with Singapore's legal and regulatory requirements.
5. Legal Bases for Processing
Under the PDPA, we process your data based on:
- Consent: When you voluntarily provide details via forms or newsletters.
- Contractual Necessity: When we need your information to fulfill a booking or service you have purchased.
- Legitimate Interests: For internal improvements and maintaining a secure website environment.
6. Cookies and Analytics
We use cookies to remember your preferences and enhance site performance. You can manage cookie settings in your browser, though some site features may be affected. Our use of Google Analytics helps us refine our content for the Singapore community.
7. Data Storage and Third-Party Sharing
Your data is hosted on the secure Wix platform. We do not sell your personal information. We only share data with trusted partners (like email marketing providers or payment processors) strictly to perform services for Plan With Mary. These partners are obligated to keep your data confidential.
8. Data Retention
We keep your personal information only as long as necessary to serve your family's financial planning needs or to meet our legal obligations in Singapore. When no longer required, data is securely deleted or anonymised.
9. Your Rights and Access
You have the right to know what data we hold about you. You may request to access, update, or delete your personal information at any time. To make a request, or if you wish to withdraw your consent for marketing, please email us at tnlw@planwithmary.sg.
10. Changes to This Policy
As our services grow, we may update this policy. We will notify you of significant changes by updating the date at the top of this page or via email.
11. Contact Us
If you have any questions regarding your privacy, Mary is here to help. Please reach out to us at tnlw@planwithmary.sg or call +65 9621 1304. We value your family's privacy and are committed to protecting it.