This website provides you with general information that is true and accurate to the best of Money Matters knowledge.
We advise you that:
General information only: The information on this website is general in nature and is not intended to be personalised financial advice. You should consult a professional financial adviser before making any financial decisions or taking any action based on the information on this website.
No liability: Money Matters (NZ) Ltd does not accept any liability for any loss or damage arising from the use of this website. This does not prejudice your statutory rights.
Accuracy of information: While Money Matters (NZ) Ltd has taken all reasonable care to ensure the information on this website is accurate, errors and omissions may occur. We do not accept any responsibility for any inaccuracy, error or omission in the website’s content, or for any loss caused to anyone from relying on that information. We may change, delete, add to or otherwise amend the information published on this website without notice.
Historical information: Any reference on this website to historical information and performance of a product or service may not necessarily be a good guide to future performance. You are solely responsible for any loss caused from relying on such information.
Third Party websites: This website may contain links to other websites which are not under our control. Money Matters (NZ) Ltd has no knowledge of or control over the content, and availability of those websites, or of their privacy practices. We do not sponsor, recommend, or endorse the content of other websites linked to, or referenced from, this website.
New Zealand law: The information on this website has been prepared to comply with, and is governed by, New Zealand law. It is only intended for use by persons within New Zealand’s jurisdiction. Money Matters (NZ) Ltd does not make any representation that the information on this website complies with the law in any other country.
Cybersecurity: Although we regularly update our cybersecurity and virus protection software, we do not guarantee that our website will be free from viruses or other malicious interference (such as spyware, malware, adware, ransomware and worms) that can damage your computer system and access your data.
Continuous access: We do our best to keep this website running smoothly. However, we do not guarantee that access to the website will be uninterrupted. We accept no liability for any loss caused by the website being temporarily unavailable either during its planned maintenance or due to technical or other issues beyond our control.
Copyright and IP: Unless otherwise indicated, all information on this website is the property of Money Matters (NZ) Ltd and is protected by copyright and intellectual property laws. Unless stated otherwise, you may access and download the materials located on this website only for personal, or agreed upon commercial use. The website may contain a number of trademarks which are owned by Money Matters (NZ) Ltd or used with the permission of the registered trademark owner. Before using any material on this website that is identified as being subject to copyright of a third party, you must obtain authorisation to use or reproduce the material from that third party.
Disclosure: Click here to go to our disclosure page and learn more about us.
What information do we collect?
We may collect personal information about you, either directly from you or from other parties and we may generate information about you when we carry out our business.
The types of personal information we collect about you may include your:
- Contact information: your name, phone number, email address, postal address, physical address
- Documents that verify your identity and other personal details: such as your passport or drivers’ licence number
What do we do with it?
We collect and use your personal information to provide the information and services that you request from us, and to provide you with information about other services we consider appropriate.
When necessary, we may use your information to:
- Comply with our legal and regulatory obligations (including Anti Money Laundering/Counter Financing of Terrorism compliance and audit and reporting requirements).
- Defend or enforce our rights - For example, to collect money owed to us.
Who do we share it with?
Besides our staff we may share this information with third parties who enable us to provide you with our services. These include:
- Your other professional advisers
- Product providers
- Our service outsource providers such as IT consultants, custodians, etc.
We will only share your personal information with third parties where it is necessary to help us do what we collected your information for, where it is required by law or where you give us authority to.
We require these third parties to adhere to our strict confidentiality requirements for handling personal information and we seek to ensure that they comply with the Privacy Act 2020.
Where do we store it?
We use third party cloud service providers to store and process the information we collect. We use “Microsoft Office 365” for Data and Email storage, plus “Solarwinds” for cloud backup. These cloud servers are located in Australia. We ensure that our cloud-based service providers are subject to appropriate security and information handling arrangements and that the information stored or processed by them remains subject to confidentiality obligations.
What are my rights?
You do not have to provide information to us. If you choose not to provide necessary personal information when requested, we maybe be unable to provide certain information or services to you.
You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong. If you have any questions about this privacy statement or you’d like to ask for a copy of the information we hold on you, or to have it corrected, please contact us 09 366 1672, firstname.lastname@example.org Level 26, HSBC Tower, 188 Quay Street, PO Box 250, Shortland Street , Auckland 1010