How we handle your information

Central Wealth collects personal information to provide you with financial planning advice tailored to your circumstances. We gather details about your income, assets, liabilities, and financial goals through conversations, forms, and documents you provide. This information helps us understand your situation and develop strategies that work for you.

We use your personal information solely for delivering financial planning services and managing our relationship with you. Your data supports our advisors in creating recommendations, monitoring your progress, and keeping you informed about changes that might affect your plan. We do not sell your information to third parties or use it for marketing purposes beyond our direct relationship with you.

Protecting your information is fundamental to how we operate. We maintain secure systems and restrict access to your data to staff members who need it to serve you. Our office follows strict protocols for storing documents, managing digital files, and disposing of sensitive materials when they are no longer required.

You have the right to access your personal information and request corrections if details are inaccurate. You can ask us what data we hold, how we use it, and who we share it with. If you have concerns about how we handle your information, we encourage you to contact us directly so we can address your questions.

Central Wealth complies with New Zealand privacy laws and principles that govern how organizations collect, use, and protect personal information. We review our practices regularly to ensure we maintain the highest standards for safeguarding your data and respecting your privacy.

Potential insertions to comply:

We sometimes need to share your personal information with other parties to deliver our services. This may include product providers, platform and custodial service providers, our external compliance or IT service providers, and regulators or dispute resolution schemes where required by law. We only share what is necessary and require any third party to protect your information appropriately.​

We generally retain your information for at least seven years after our last interaction with you, to meet our legal and professional obligations. Your information may be stored in secure cloud‑based systems which may use servers located in New Zealand or overseas. Where information is held overseas, we ensure that comparable privacy safeguards are in place.​ 

If you wish to access or correct your information, or if you have a privacy concern, please contact our Privacy Officer

The Privacy Officer
Central Wealth Limited
PO Box 30, Wānaka 9343
enquiries@centralwealth.nz

If we cannot resolve your concern, you can contact the Office of the Privacy Commissioner.