Benefits We Offer
- Problem solving
- Financial success
- Risk minimisation
- Planning for the future
- Asset protection
- International experience
- Tailor made solutions
- Long term relationships
- Personal attention
- Integrity and trust
- Friendly & welcoming
If you do not consent, then we may not be able to answer your enquiry, complete the transaction you have entered into or provide the Services you have engaged us to provide.
What personal information will we collect and hold?
The kinds of personal information we collect from you or about you depend on the transaction you have entered into with us, the services you or your organisation have contracted us to provide, and the services you or your organisation are interested in.
We may collect personal information directly from you when you:
- register to use our Services on the website;
- engage us to provide the Services; or
- communicate or interact with us, whether by email, telephone or otherwise.
We may collect the following information from you:
- personal information, which is information about an identifiable individual such as your name, telephone number and email address; and
- aggregated information generated by our system, which tracks your use of our Services but does not identify you personally.
Generally, the types of personal information that we may collect and hold, will include individuals’ names, residential addresses, email addresses, phone numbers, banking details, dates of birth, investment details, payroll details, taxation details and other related accounting and financial services information. The information we collect also includes details of your communications and interactions with us in relation to our Services.
We aim to collect personal information only directly from you, unless it is unreasonable or impracticable to do so. For example, we may collect personal information from you or about you from correspondence that you submit to us, telephone calls and face-to-face meetings with us, emails, hardcopy forms, information you provide us through paper-based and electronic client surveys and from your activity on our website. In some instances, we may also receive personal information about you from third parties, such as associated businesses and / or government departments.
Use of information
We use the personal information that we collect from you:
- to identity you, so we can ensure that your account is secure;
- to communicate with you;
- to provide Services to you or your organisation;
- for administrative purposes and accounting functions;
- to process your payments;
- to obtain product registrations and approvals;
- to answer your questions and deal with any issues regarding our Services;
- to provide you with information about other Services provided by us;
- for training purposes;
- to comply with applicable laws and regulations; and
- for any related purpose in connection with the above.
We may also use your personal information for maintaining your online subscription/s to our newsletters..
We may use any information that we collect from you that is not personal information (so no individual can be personally identified from it) for our business purposes, including:
- to assess how our customers use our Services;
- to improve our Services; and
- for marketing and promotional purposes.
Disclosure of information
We generally do not share your personal information with others unless this is necessary for the purpose for which you gave us the information. While it is unlikely, we may be required to disclose your information to comply with legal or regulatory requirements. We will use reasonable endeavours to notify you before we do this, unless we are legally restricted from doing so.
From time to time, we may need to disclose your personal information to third party service providers, located both inside and outside New Zealand. For example, we may disclose your personal information to:
- Our professional advisors;
- Our agents, contractors and external service providers;
- Law enforcement and Government agencies or regulatory bodies, as part of an engagement, (for example, the Inland Revenue Department).
Your personal information is not disclosed to third parties for the use of allowing them to send marketing material to you. However, we may share non-personal, de-identified or aggregated information with them for research, data analytics or promotional purposes.
Storage of your personal information
Your personal information is held and stored on paper, by electronic means or both. Electronic means include, physical servers located on premises, servers maintained by cloud services providers, laptops, desktop computers, tablets and other mobile devices. We have physical, electronic and procedural safeguards in place for personal information and we take reasonable steps to ensure that your personal information is protected from misuse, interference, loss and unauthorised access, modification and disclosure.
For example, our IT systems feature password protections, firewalls, and intrusion detection and site monitoring functionalities. Data held and stored "in the cloud" is protected by internal and external firewalls, limited access via file passwords, files designated read-only or no access. We also require our IT contractors and other third parties to implement privacy safeguards.
We take reasonable steps to ensure that the personal information that we collect is accurate and up-to-date and is stored in a secure environment protected from unauthorised access, use, modification or disclosure.
Destruction and De-identification
We will retain your personal information whilst it is required for our business functions or any other lawful purpose. We use secure methods to destroy or permanently de-identify your personal information when it is no longer needed.
Access and Correction of Personal Information
To assist us to keep our records up-to-date, please notify our office of any changes to your personal information.
Our website uses server logs and web analytic tools (such as “cookies”). Cookies are small text files that are downloaded to your device by websites that you visit. When you use our website, these tools collect information such as the browser and operating system that you use, the internet protocol address of the device you use to access the site, search terms, your location and the content that you view when visiting the website.
You can set your browser to block all cookies, including cookies associated with our website, or to indicate when a cookie is being set by us. If you set your browser to reject cookies you may not be able to access all the features of the website.