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We collect personal information from you, including information about your:

  • name

  • contact information

  • personal financial information and personal health information


We collect your personal information in order to:

  • assess your insurance and investment requirements

  • collect information to assist with a claim


We may share this information with:

  • regulators and external compliance personnel or any service provider when implementing any of our recommendations or variations thereof and/or supplying products to you;

  • compliance advisers/personnel, product providers whom we have an agreement with, insurance companies, any claims investigators and claims assessors, ACC, financial institutions and any other persons or agencies deemed relevant;

  • other professionals such as solicitors, accountants, finance brokers, financial planners when such services are required to complement this advice, and/or as requested by you;

  • any other individual or organisation where disclosure is required by law.


Providing some information is optional. If you choose not to enter the required information to assess insurance or investment needs, we'll be unable to provide advice on these services.

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’d like to ask for a copy of your information, or to have it corrected, please contact us at, or 021 2752618, or 44 McCandlish Road RD 10 Hamilton 3290.

We keep your personal information safe by storing it in secure encrypted electronic form and only allowing staff of Protect Financial Services access to it.


We keep your information for 10 years after which we use professional document destruction services to destroy it.

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