Gladwell Financial operates as a Financial Service Provider, offering advice and support to our clients in areas such as Insurance, KiwiSaver, and general financial matters. We are fully compliant with the New Zealand Privacy Act 2020. To deliver our services effectively, we are required to gather and retain certain types of information, as described below:
We may collect personal information from you, which can include:
• Your contact information
• Financial data
• Medical information
We use this personal information to:
• Provide financial advice that suits your individual circumstances and needs, and to support the process of applying for services like Insurance and KiwiSaver.
In addition to our internal team, and only with your approval, we may share your personal details with:
• Other Financial Service Providers, such as insurers and KiwiSaver companies, where it is necessary to assist in securing an insurance policy or enrolling in a KiwiSaver plan.
If you do not provide the required information, we regret that we will be unable to deliver our services to you.
Your information is securely stored in a protected CRM system, with access strictly limited to staff who need it to perform their roles.
We will retain your information for the duration of your relationship with Gladwell Financial so we can maintain complete and accurate records. Once you are no longer a client, all digital and physical records will be securely deleted or destroyed.
You have the right to request a copy of any personal data we hold about you and to request corrections if any of it is inaccurate. To make such a request, please contact us at
ben@gladwell.co.nz.
