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YOUR PRIVACY IS IMPORTANT  

Protecting your privacy 

Protecting your personal information in compliance with the New Zealand Privacy Act 2020 is our priority, collecting only what is necessary through secure methods, using it responsibly, never selling it, and ensuring you have rights to access, correct, or request deletion while addressing any concerns promptly.

Purpose

We value your trust and takes the protection of your personal information seriously. This policy outlines our compliance with New Zealand’s Privacy Act 2020, ensuring transparency in how your personal information is collected, used, and protected.

We only collect personal information when it is necessary for a lawful purpose and ensure it is relevant to the services we provide.

Consent

By using our website or engaging with our services, you consent to the collection, use, and disclosure of your personal information as described in this policy.

 

If you do not agree with our privacy practices, you may contact us directly. In some cases, we will seek explicit consent—particularly when disclosing your information to third parties for reasons beyond our standard service delivery.

Collection of Personal Information

We collect personal information such as your name, contact details, financial details, and service-related preferences.

This is primarily gathered through direct interactions including meetings, phone calls, emails, and online platforms. We may also collect information from:​

  • Financial advisers or third-party service providers

  • Publicly available sources

  • Our website (including through cookies and analytics tools)

Cookies and Tracking:

Our website may use cookies or similar technologies (such as Google Analytics) to track usage patterns, improve functionality, and enhance your experience. You can adjust your browser settings to manage cookie preferences

Use of Personal Information

We use your information to:​

  • Provide financial planning services

  • Respond to enquiries and support your needs

  • Fulfil legal and regulatory obligations

  • Improve our service delivery

 

We do not sell your personal information. Your data may be shared with: ​

  • Professional service providers (e.g. investment platforms, compliance partners)

  • Government or legal authorities where required by law
    All third parties must comply with confidentiality and privacy obligations equivalent to those in New Zealand.

Use of AI and Automated Tools

We may use AI-based tools or automated systems to record meetings, support analysis, document generation, and administrative processes. These tools are used to enhance efficiency and improve the overall outcomes of our services. Importantly, they are not intended to replace personalised advice.

Client meetings will only be recorded with your explicit consent. Any decisions that impact your financial wellbeing will always be reviewed and approved by a qualified financial planner

Security and Storage

Protecting Your Personal Information

We take reasonable steps to protect your personal information and ensure it is handled in accordance with the Privacy Act 2020.

Our security measures include:

  • Secure, encrypted cloud-based storage using Microsoft Azure

  • Staff confidentiality protocols and ongoing privacy training

  • Access controls and active monitoring of our systems and data handling practices

While we are committed to maintaining a high standard of data protection, no system can be completely secure. We encourage you to take care with your personal login details, such as passwords, and to contact us immediately if you suspect any unauthorised access.

Cloud-Based Services and International Transfers

Your information is stored securely in Microsoft Azure cloud environments. In some cases, data may be processed or accessed from overseas. Where this occurs, we ensure that equivalent levels of privacy protection are in place and only use providers that meet international security standards.

Data Retention

We retain your personal information for at least seven years from the date of last engagement, in line with legal and regulatory obligations. After this time, information is securely destroyed or anonymised.

In Case of a Privacy Breach

If a privacy breach occurs, we will act promptly to contain the breach, assess the risk, and notify:

  • You (if you are affected)

  • The Office of the Privacy Commissioner (if the breach is notifiable under the Act)

Your Rights

You have the right to:

  • Access the personal information we hold about you

  • Request corrections to that information if it is inaccurate

  • Request deletion, subject to legal and regulatory constraints

We aim to respond to these requests within a reasonable timeframe. Before releasing or altering your information, we may need to verify your identity. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner at www.privacy.org.nz.

Changes and Contact

This privacy policy is reviewed periodically and updated as needed. Updates are published on our website. For any privacy-related concerns, access requests, or corrections, please contact:

Central Financial Planning

03 448 8613

admin@centralfp.co.nz 82 Centennial Avenue, Alexandra, 9320, New Zealand

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