Privacy Act 2020 (Updated for 2026


We collect personal information from you, including information about your:
  • name
  • contact information
  • location
We collect your personal information in order to:
  • make recommendations concerning your insurance, KiwiSaver, and other financial needs
Your information may be collected directly from you or, in some cases, from third parties such as a partner, referrer, employer, or other authorised person. Where we collect your information in this way, we will take reasonable steps to ensure you are aware that the information has been collected, the purpose for doing so, and how it will be used.
Besides our staff, we may share this information with:
  • insurance providers, where required, to enable them to assess and provide cover
  • the Financial Markets Authority and other organisations that carry out audits of our business, to meet our regulatory obligations
  • a suitably qualified locum or adviser acting on our behalf (for example, if we are unavailable), to ensure continuity of service. Any such person will be required to comply with the same privacy and confidentiality obligations
Providing some information is optional. However, if you choose not to provide financial or personal information relevant to your situation, we may be unable to provide appropriate advice.
We may use secure digital systems and tools to assist in analysing information and preparing recommendations. We take reasonable steps to ensure your information is protected and handled securely at all times.
We keep your information safe by using secure systems, including password protection and controlled access.
We retain your information for as long as we provide services to you. When it is no longer required, we securely destroy it by erasing digital records and shredding any physical documents.
You have the right to request access to any personal information we hold about you and to request correction if you believe it is incorrect.
If you would like to request a copy of your information or have it corrected, please contact us at:
[email protected]
phone 078705385 or 0274597296