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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

E-Planner

Shows amounts only to you

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.