WealthHealth Privacy Policy
Introduction
WealthHealth Limited is committed to protecting your privacy and managing your personal information in accordance with the Privacy Act 2020.
This Privacy Policy explains what personal information we collect, why we collect it, how we use it, who we may share it with, and your rights in relation to that information.
Information We Collect
Depending on the services you require, we may collect personal information including:
your name and contact details;
date of birth and identification information;
financial, employment and income information;
lending, insurance, investment and KiwiSaver information;
information about your financial goals and objectives;
information required to meet our legal and regulatory obligations; and
any other information you choose to provide to us.
Why We Collect Your Information
We collect and use your personal information to:
provide financial advice and related services;
research, arrange and administer financial products;
communicate with you throughout our engagement;
verify your identity and meet legal obligations, including AML/CFT requirements;
maintain accurate client records;
improve our services; and
operate and administer our business.
Who We May Share Your Information With
We only disclose your personal information where reasonably necessary to provide our services or where required or authorised by law.
Depending on your circumstances, this may include:
lenders, insurers and investment providers;
KiwiSaver providers;
your solicitor, accountant or other professional advisors (where authorised or reasonably necessary);
government agencies and regulators;
trusted service providers who assist us with information technology, secure cloud hosting, document management, communications and business administration; and
our external dispute resolution scheme, legal advisors or professional advisors where required.
We may also disclose your information where reasonably necessary in connection with the sale, merger, restructuring or succession of WealthHealth, or the transfer of your client relationship to another licensed Financial Advice Provider.
Protecting Your Information
We take reasonable steps to protect your personal information against loss, misuse, unauthorised access, disclosure or alteration.
We use secure systems and service providers to support the delivery of our services and regularly review our information security practices.
Overseas Disclosure
Some technology providers used by WealthHealth may store or process information outside New Zealand.
Where this occurs, we take reasonable steps to ensure your personal information is protected by safeguards that are comparable to those required under the Privacy Act 2020.
How Long We Keep Your Information
We retain personal information only for as long as necessary to provide our services, meet our legal and regulatory obligations, resolve disputes and enforce our agreements.
Certain records are required by law to be retained for minimum periods.
When information is no longer required, it will be securely destroyed or de-identified where appropriate.
Your Privacy Rights
You have the right to:
request access to the personal information we hold about you;
request correction of your personal information if you believe it is inaccurate or incomplete; and
make a privacy complaint if you believe your information has not been handled appropriately.
If you wish to exercise any of these rights, please contact us using the details below.
Website and Cookies
Our website may use cookies and similar technologies to improve website functionality, analyse website usage and enhance your browsing experience.
You can control the use of cookies through your internet browser settings.
Our website may also contain links to third-party websites. WealthHealth is not responsible for the privacy practices or content of those websites.
Contact Us
If you have any questions about this Privacy Policy or the way we handle your personal information, please contact:
Craig Coupland
WealthHealth Limited
Phone: 027 667 2537
Email: goodpeople@wealthhealth.co.nz
If you are not satisfied with our response, you may make a complaint to the Office of the Privacy Commissioner.
Website: www.privacy.org.nz
Phone: 0800 803 909
Policy Review
This Privacy Policy may be updated from time to time to reflect changes in legislation, technology or the services provided by WealthHealth. The current version will always be available on our website.