[et_pb_section fb_built=”1″ _builder_version=”4.9.10″ background_color=”rgba(243,239,255,0.52)” background_image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2026\/04\/AdobeStock_543338004-web-scaled.jpg” background_blend=”overlay”][et_pb_row _builder_version=”4.9.10″ width=”90%”][et_pb_column type=”4_4″ _builder_version=”4.4.6″][et_pb_text admin_label=”Header” _builder_version=”4.9.10″ header_text_align=”left”]<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.9.10″ background_color=”rgba(255,255,255,0.88)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”40px|50px|50px|50px|false|true”][et_pb_column type=”1_2″ _builder_version=”4.9.10″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Privacy Statement – Title” module_id=”third-party” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n
[\/et_pb_text][et_pb_divider color=”#888888″ _builder_version=”4.9.10″ _module_preset=”default” module_alignment=”center”][\/et_pb_divider][et_pb_text admin_label=”Privacy Statement Text” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n
We collect personal information about you, including details regarding your financial situation, goals, and personal circumstances, for the primary purpose of providing financial advice and related services, and to meet our legal and regulatory obligations.<\/p>\n
We may collect this information: The information we collect may include identity details, contact details, health and financial information.<\/p>\n We may share your information with the following parties: Your information will be held at our office or in secure electronic storage systems, which may include third-party systems located overseas. They are contractually bound to protect your information. Records will be retained for a minimum of 7 years to meet regulatory requirements.<\/p>\n Some information is required to be collected under New Zealand law, including obligations under the Financial Markets Conduct Act 2013 and Anti-Money Laundering and Countering Financing of Terrorism Act 2009.<\/p>\n Under the Privacy Act 2020, you have the right to request access to, and correction of, your personal information at any time. If you would like to exercise these rights, please contact us.<\/p>\n On those occasions when we obtain private or confidential information from a third party we will: as at Apr 2026[\/et_pb_text][et_pb_divider color=”#888888″ _builder_version=”4.9.10″ _module_preset=”default” module_alignment=”center”][\/et_pb_divider][et_pb_text admin_label=”Agent and Third Party Schedule – Text” _builder_version=”4.9.10″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″]This Schedule forms part of our Engagement Letter and provides details of the third-party agencies we may collect information from, or disclose information to, in order to provide our financial advice services.<\/p>\n We collect information from and disclose information to these providers to obtain quotes, manage applications, receive underwriting decisions, and service your policies: We are a member of the following professional network, which provides us with industry research, professional development, and business support services: To ensure regulatory compliance and maintain service quality, we use the following services for independent file reviews: Your personal information is securely stored and processed using the following technology providers: In certain circumstances, we may also collect information from: PRIVACY STATEMENT AND THIRD PARTY INFO Privacy Statement 1. Purpose and Collection of Information We collect personal information about you, including details regarding your financial situation, goals, and personal circumstances, for the primary purpose of providing financial advice and related services, and to meet our legal and regulatory obligations. We may collect this information: \u2022 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":""},"yoast_head":"\n
\n\u2022 Directly from you<\/strong>
\n\u2022 From third parties<\/strong>, such as insurers, claim assessors, underwriters, and referrers, where necessary to provide our services. Please refer to our Agent and Third Party Schedule for detailed information.<\/p>\n2. Disclosure of Information<\/strong><\/h4>\n
\n\u2022 Product or service providers<\/strong> when implementing any of my\/our recommendations or variations thereof.
\n\u2022 Compliance, audit, and IT service providers<\/strong> from time to time as required to meet our regulatory and licensing obligations
\n\u2022 Other professionals such as solicitors, accountants, finance brokers, financial planners<\/strong> when such services are required to complement this advice and as requested by you.<\/p>\n3. Storage and Security<\/strong><\/h4>\n
4. Legal Basis<\/strong><\/h4>\n
5. Your Rights<\/strong><\/h4>\n
Specific Notification<\/strong><\/h4>\n
\n\u2022 Explicitly name the source of information
\n\u2022 Describe types of data or information received
\n\u2022 Clearly advise what our specific purpose is
\n\u2022 Identify other potential recipients
\n\u2022 Obtain your acknowledgement and consent[\/et_pb_text][et_pb_divider color=”#888888″ _builder_version=”4.9.10″ _module_preset=”default” module_alignment=”center”][\/et_pb_divider][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text admin_label=”Agent and Third Party Schedule – Title” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\nAgent and Third Party Schedule <\/strong><\/h1>\n
1. Product Providers (Insurers)<\/strong><\/h4>\n
\n\u2022 AIA, Asteron Life, Fidelity Life, nib, CHUBB, Partners Life, Southern Cross, Accuro, Southern Cross Travel Insurance, Resolution Life.<\/p>\n2. Support Networks and Compliance Services<\/strong><\/h4>\n
\n\u2022 Support Networks<\/strong>: MySolutions<\/p>\n
\n\u2022 Compliance Auditor<\/strong>: Strictly Business Ltd.<\/p>\n3. Technology & Data Storage Platforms (Tech Platforms)<\/strong><\/h4>\n
\n\u2022 Customer Relationship Management (CRM)<\/strong>: XPLAN
\n\u2022 Quote System<\/strong>: QuoteMonster
\n\u2022 Email & Productivity<\/strong>: Google Workspace
\n\u2022 Document Storage<\/strong>: XPLAN<\/p>\n4. Other Potential Sources<\/strong><\/h4>\n
\n\u2022 Medical Professionals<\/strong>: Only as required by insurers for underwriting or claims purposes (usually coordinated directly by the insurer).
\n\u2022 Publicly Available Sources<\/strong>: Such as government registers (e.g., Companies Office) to confirm entity or address details. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"