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E-Planner provides organisational tools and information only. It is not a law firm, financial adviser, or registered Financial Services Provider. Nothing on this platform constitutes legal, financial, tax, or investment advice. Always consult a qualified professional before making estate planning decisions.

 

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    SecurityPOPIA · South Africa

    How we protect your financial data

    E-Planner is built for sensitive estate and financial information. This page explains, in plain language, how your data is isolated and encrypted at the database level.

    Your phone or computer

    Secure connection

    Protected

    E-Planner

    Shows amounts only to you

    Encrypted

    Secure storage

    Not readable as plain numbers

    Financial amounts are encrypted on our servers before they reach the database. Only your signed-in session can turn them back into readable values.

    What we store behind the scenes

    Protected
    Value of your assetsUnreadable scrambled text
    What you still oweUnreadable scrambled text
    Extra lock on financial detailsHidden until you sign in
    Who can open your recordsOnly your account

    What you see in E-Planner

    Your view
    Value of your assetsR 1,250,000
    What you still oweR 485,200
    Your net worthAdded up safely for you
    When you can see itOnly while you are signed in

    Your information stays separate

    Other people’s plans cannot be mixed with yours. Each account only sees its own data.

    Amounts are locked away

    Money figures are stored in a protected form, not as normal numbers someone could read.

    Only you in the app

    Your assets, liabilities, and documents are linked only to your account. Other E-Planner users cannot open or browse your plan.

    Protected money figures

    Values such as what you own and what you owe are locked before they are saved. In storage they look like scrambled text, not amounts someone could read at a glance.

    Encryption in transit

    Every connection between your browser and E-Planner uses a secure link (HTTPS), so information is protected while it travels across the internet.

    No selling your data

    We do not sell personal information. Our team does not browse customer financial records for routine support. Limited technical access is governed by our POPIA-aligned policies.

    What is encrypted?

    We give extra protection to sensitive money-related information, including:

    • Asset values and ZAR conversions
    • Purchase prices and policy payout amounts
    • Liability balances and original loan amounts
    • Account numbers linked to assets
    • Tax / identity reference numbers on your profile and partner records

    Names, categories, dates, and document files use separate controls (access rules and secure storage). Together, these layers reduce the risk that raw financial figures are exposed if someone gained rare, technical access to our storage systems.

    Your rights

    Under the Protection of Personal Information Act (POPIA), you can request access, correction, or deletion of your personal information. See our Privacy Policy for full details and how to contact us.

    Get started securelyRead privacy policy