Security and privacy
We understand that people share personal and financial information with us, and we take that responsibility seriously. This page explains what information we collect, how we use it, and the steps we take to keep it secure.
HOW WE USE YOUR INFORMATION
When you contact us or become a client, we collect information you choose to provide so we can:
Respond to enquiries
Arrange meetings
Provide financial advice and related services
Meet our professional and regulatory requirements
Website enquiries
Information submitted through our website contact form is sent securely to us so we can respond to your enquiry.
WHAT WE MAY COLLECT
Depending on your situation, this may include:
Your name and contact details
Information about your financial goals and circumstances
Identification information where required
Records of our communications and advice
We only collect information that is relevant to providing financial advice.
SHARING INFORMATION
Your information is used only for the purpose it was provided.
We do not sell personal information.
We may share information with trusted providers where necessary to deliver our services, such as:
Investment platforms or product providers
Professional or compliance advisers
Secure technology and document storage providers
These providers are expected to handle information appropriately.
We only share information where it is necessary to provide advice, operate your investment arrangements, or where it is required for regulatory or business improvement obligations.
SECURITY
We take practical steps to protect information, including:
Restricted staff access
Secure systems and storage
Reputable service providers
We use established systems and providers commonly used within the financial services industry.
ACCESS AND CORRECTION
You can ask us for a copy of the personal information we hold about you, or ask us to correct it if needed. Just contact us and we’ll help.
HOW LONG WE KEEP INFORMATION
We retain records as required by financial advice regulations and standard business record-keeping practices.
QUESTIONS
If you have any questions about how your information is handled, please contact us at admin@ontrackfp.co.nz
If you have a privacy concern and feel it hasn’t been resolved, you can contact the Office of the Privacy Commissioner at www.privacy.org.nz or phone 0800 803 909.
Last updated February 2026
