We collect personal information from you, including information about your:

  • Name
  • Contact information
  • Location
  • Interactions with us
We collect your personal information in order to:

  • Get a sound understanding of your medical and financial position to provide financial advice on.
Besides our staff, we share this information with:

  • Insurers in order to make accurate assessments for their insurance offering.
Providing some information is optional. If you choose not to enter medical or financial information, we'll be unable to offer comprehensive advice or have comprehensive assessments completed.

We keep your information safe by taking all reasonable precautions for online data storage and only share it with discussed providers.

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, or (09) 520 9100, or PO BOX 28-249 Remuera.