Privacy Act 2020
We collect personal information from you, including information about your:
We collect your personal information in order to:
Providing some information is optional. If you choose not to provide Financial information relating to your circumstances, we'll be unable to give you meaningful advice.
We keep your information safe by ensuring computer passwords are used .
We keep your information for as long as we provide service for that client at which point we securely destroy it by securely erasing all digital information and shredding any hard copy information.
You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong.
If you’d like to ask for a copy of your information, or to have it corrected, please contact us at [email protected], or 078705385.
- name
- contact information
- location
We collect your personal information in order to:
- be able to make recommendations concerning your insurances, KiwiSaver and other financial needs
- Our insurance providers, only where needed, in order to allow them to make a decision around the amount and type of insurance you need.
- The Financial Markets Authority and other organisations that carry out audits of our business in order to give an accurate audit of our work processes
Providing some information is optional. If you choose not to provide Financial information relating to your circumstances, we'll be unable to give you meaningful advice.
We keep your information safe by ensuring computer passwords are used .
We keep your information for as long as we provide service for that client at which point we securely destroy it by securely erasing all digital information and shredding any hard copy information.
You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong.
If you’d like to ask for a copy of your information, or to have it corrected, please contact us at [email protected], or 078705385.
