Privacy Policy

Last Updated: 29 September 2025

1. Our Commitment to Your Privacy

Brisk Financial (“we”, “us”, “our”) is committed to protecting your personal information and respecting your privacy. This Privacy Policy outlines how we collect, use, store, and disclose your personal information in accordance with the New Zealand Privacy Act 2020.

This policy applies to information collected through our website [Your Website Address] and in the course of providing our financial advisory services.

2. What Information We Collect

We may collect the following types of personal information:

• Contact Information: Your name, email address, phone number, and physical address.
• Communication: Records of our correspondence with you, whether by email, phone, or through our website’s contact form.
• Financial Information: Information about your financial situation, goals, and needs as required to provide you with retirement planning, KiwiSaver, and investment advice. This may include details about your income, expenses, assets, liabilities, and investment portfolio.
• Technical Information: Non-identifiable information about your visit to our website, such as your IP address, browser type, and pages visited. This is collected through cookies and analytics tools to help us improve our website.

3. How We Collect Your Information

We collect personal information:

• Directly from you: When you fill out the contact form on our website, email us, or speak with us over the phone.
• During our advisory process: When you engage our services, we will collect the necessary information to provide you with tailored financial advice.
• Automatically: When you browse our website, we may use cookies and other tracking technologies to collect technical data.

4. How We Use Your Information

We use your personal information for the following purposes:

• To respond to your inquiries and communicate with you.
• To provide you with the financial advice and services you have requested.
• To comply with our legal and regulatory obligations as financial advisers.
• To manage our client relationships.
• To improve our website and the services we offer.
• To send you relevant information or marketing materials, where you have given us permission to do so.

5. Sharing and Disclosure of Your Information

We do not sell, trade, or rent your personal information to others.

We may disclose your information to trusted third parties only in the following circumstances:

• Service Providers: To third-party service providers who assist us in operating our business, such as IT support, compliance, and administrative services. These providers are contractually bound to protect your information and use it only for the purposes for which it was disclosed.
• Legal Requirement: If required by law, we may disclose your information to regulatory bodies, law enforcement agencies, or other government authorities.
• Your Consent: With your explicit consent to share it with other parties.

6. Data Storage and Security

We take reasonable steps to protect your personal information from loss, unauthorised access, modification, or disclosure. Your information is stored on secure servers and protected by physical, electronic, and procedural safeguards.

7. Your Rights: Access and Correction

Under the Privacy Act 2020, you have the right to:

• Request access to the personal information we hold about you.
• Request that we correct any inaccurate or incomplete information.

To exercise these rights, please contact us using the details below. We will respond to your request in a timely manner.

8. Cookies

Our website uses cookies to enhance your browsing experience and help us analyse site traffic. Cookies are small text files stored on your device. You can choose to disable cookies through your browser settings, but this may affect the functionality of our website.

9. Links to Other Websites

Our website may contain links to other websites, such as Brisk Insurance or LinkedIn. This privacy policy does not apply to those external sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on our website with the “Last Updated” date.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact our Privacy Officer: