Page Family Financial Planning Limited is committed to safeguarding your privacy and protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, store, and disclose your personal information in compliance with the Privacy Act 2020.

1. Scope and Purpose

This Privacy Policy explains how Page Family Financial Planning Limited collects, uses, and protects personal information. By engaging with our financial services, you agree to the collection and use of your data as outlined in this policy.

2. Information We Collect

We collect the following types of personal information to provide tailored financial advice and meet legal obligations:

• Identification: Name, address, date of birth, and identification documents (e.g., driver’s license, passport)

• Contact Information: Phone number, email address, and postal address

• Financial Information: Income, expenses, assets, liabilities, insurance policies and insurance information, and investment information

• Communication Records: Emails, meeting notes, and other correspondence

• Compliance Data: Information required under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009

3. How We Use Your Information

We use the personal information we collect for the following purposes:

• Providing financial advice and planning services tailored to your needs

• Meeting legal and regulatory obligations, including compliance with anti-money laundering laws

• Communicating with you regarding your financial plans and other relevant updates

• Maintaining accurate business and financial records

4. Use of AI and Technology

We employ Microsoft Co-Pilot, an AI-powered tool, to assist in delivering financial services. Microsoft Co-Pilot operates within our secure Microsoft 365 tenancy, ensuring your data remains private and protected. This tool helps us enhance productivity without compromising the confidentiality of your information.

As part of our advice process, we may record audio and/or transcribe conversations to help us in provide our service to you. You will always be made aware of when we wish to record a conversation with you, and the chance to opt out, if desired.

5. Disclosure of Information

We respect your privacy and do not sell or share your personal information with third parties for marketing purposes. We will only disclose your data in the following situations:

• When required by law or to meet regulatory obligations

• With your explicit consent where we need to work with others to complete our work.

6. Security Measures

We take the security of your personal information seriously. Measures we have in place include:

• Data Encryption: All data stored within Microsoft 365 systems is encrypted

• Password Management: We use a password manager to manage and secure passwords

• Access Control: Only authorized personnel have access to client information.

7. Your Rights

Under the Privacy Act 2020, you have the following rights:

• Access: Request access to the personal information we hold about you

• Correction: Request corrections to inaccurate or incomplete information

• Withdrawal of Consent: Withdraw consent for any processing not required by law or contract.

To exercise these rights, please contact us using the information provided below.

8. Cookies and Website Data

Our website, www.pagefamilyfp.co.nz, may use cookies to enhance the user experience and collect anonymous analytics data. You can manage or disable cookies through your browser settings.

9. Retention of Information

We are required by law to retain your personal information for seven years after your last contact with us. Once this period expires, we will securely dispose of your information by deleting or destroying it in accordance with legal requirements.

10. Changes to the Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. If we make significant changes, we will notify you via email or through updates on our website.

11. Contact Information

If you have any questions, concerns, or complaints about this Privacy Policy or your personal information, please contact:

Raiden Page
Page Family Financial Planning Limited
Website: www.pagefamilyfp.co.nz
Email: raiden@pagefamilyfp.co.nz      
Phone: 020 472 1520

Last updated on 04/02/2025.

Thank you for trusting us to support you in your financial journey.