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Privacy & Personal Information.
This page provides an overview of how we collect, use, and safeguard your personal information, along with the rights available to you.
Please note that when you contact us through our website you are agreeing to this Privacy Policy. If you do not agree with our Privacy Policy, please do not contact us through any of our digital platforms, instead, call us on 03 448 8613
Our Commitment to Your Privacy
Protecting your personal information is important to us, and we are committed to being clear about how we collect, use, and safeguard it.
Consent
By engaging with us or using our services, you agree to the collection and use of your personal information as outlined in this policy.
Where required, we will seek your explicit consent before sharing your information beyond standard service delivery.
What Information We Collect
We collect personal information necessary to provide our services and ensure our advice is appropriate for your circumstances.
This may include:
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Your name and contact details
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Financial and personal information
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Information about your goals and preferences
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Website usage data (such as cookies and analytics)
How We Collect Your Information
We collect information in a way that is transparent and appropriate to the services we provide.
This may include:
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Directly from you (meetings, emails, phone calls, and online forms)
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From professional partners (such as advisers, accountants, or product providers)
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From publicly available sources where relevant.
How We Use Your Information
The information we collect is used to support the advice and service we provide to you.
This includes:
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Providing financial advice and ongoing service
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Responding to your enquiries
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Meeting legal and regulatory obligations
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Improving our services
We do not sell your personal information.
Sharing Your Information
Where necessary, we may share your information with trusted third parties to support the advice process.
This may include:
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Investment platforms and product providers
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Professional service providers (such as compliance and administration partners)
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Government or regulatory authorities where required by law
All parties are required to maintain appropriate confidentiality and privacy standards.
Use of Technology and AI
We may use technology, including automated and AI-based tools, to support:
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Meeting documentation
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Analysis and reporting
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Administrative processes
These tools are used to improve efficiency and accuracy and do not replace personalised financial advice.
Where meetings are recorded or AI tools are used to assist with documentation, we will always obtain your consent.
We take reasonable steps to ensure that any technology providers we use maintain appropriate privacy and confidentiality standards.
Cookies and Website Tracking
Our website may use cookies or similar technologies to improve your experience and understand how our website is used.
You can manage or disable cookies through your browser settings.
Storage and Security
We take reasonable steps to ensure your personal information is securely stored and protected using appropriate systems and processes.
While we take care to safeguard your information, no system is entirely secure, and we encourage you to also take steps to protect your personal data.
Retention of Information
We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including meeting legal and regulatory requirements.
Your Rights
You have the right to:
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Access your personal information
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Request correction of your personal information
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Raise any concerns or complaints
Changes to This Policy
We may update this information from time to time. The latest version will always be available on our website.
Privacy Policy queries & concerns
If you are concerned about how your personal information is being handled or if you feel that we have compromised your privacy in some way, please contact us at:
Address: 82 Centennial Ave, Alexandra
Email: admin@centralfp.co.nz
Phone: 03 448 8613
We will acknowledge your complaint within three working days of its receipt. We will let you know if we need any further information from you to investigate your complaint.
We aim to resolve complaints as quickly as possible.
We strive to resolve complaints within five working days, but some complaints take longer to resolve.
If your complaint is taking longer, we will let you know what is happening and a date by which you can reasonably expect a response.
If you are not satisfied with our response to any privacy related concern you may lodge a complaint on the Privacy Office website (www.privacy.org.nz) or send a complaint form to the
Privacy Commissioner at:
Address: Office of the Privacy Commissioner, P O Box 10-094, Wellington 6143, New Zealand
Fax: 04- 474 7595
Email: enquiries@privacy.org.nz
Tel: 0800 803 909
Website: www.privacy.org.nz