Privacy Policy

Vista Wealth & Protection Limited respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or engage with our services.

Who We Are

Vista Wealth & Protection Limited provides financial advice services in New Zealand, including advice relating to insurance, KiwiSaver, investments, and financial protection strategies.

If you have any questions about this policy or your personal information, you can contact us at:

Vista Wealth & Protection Limited
26 Southwark Street
Christchurch Central, Christchurch 8011
Email: office@vistawealth.co.nz
Website: www.vistawealth.co.nz

‍ ‍

What Information We Collect

We may collect personal information including:

  • Your name

  • Email address

  • Phone number

  • Address

  • Date of birth

  • Financial information

  • Information relating to your insurance, KiwiSaver, investments, or financial goals

  • Information submitted through website forms

  • Website usage data such as browser type, pages visited, and IP address

We only collect information that is necessary to provide our services or improve your experience with us.

‍ ‍

How We Collect Information

We may collect information when you:

  • Submit a contact form

  • Book an appointment

  • Request financial advice

  • Subscribe to communications

  • Interact with our website

  • Communicate with us by phone, email, or in person

We may also receive information from trusted third parties where authorised by you.

How We Use Your Information

We use your information to:

  • Provide financial advice and related services

  • Communicate with you

  • Respond to enquiries

  • Arrange or manage financial products

  • Improve our website and services

  • Meet legal and regulatory obligations

  • Send relevant updates or marketing communications where permitted

Sharing Your Information

We may share your information with trusted third parties where necessary to provide our services, including:

  • Insurance providers

  • KiwiSaver and investment providers

  • Underwriters and claims assessors

  • Compliance and administrative service providers

  • Professional advisers or referral partners

  • Government or regulatory bodies where required by law

We do not sell your personal information.

Website Analytics & Cookies

Our website may use cookies and analytics tools to help us understand website traffic and improve user experience.

Cookies are small files stored on your device that help websites function effectively.

You can choose to disable cookies through your browser settings, although this may affect how the website functions.

Security of Your Information

We take reasonable steps to protect your information from loss, misuse, unauthorised access, disclosure, or alteration.

While we take security seriously, no online transmission or storage system can be guaranteed completely secure.

Access & Correction

You have the right to request access to the personal information we hold about you and request corrections if required.

To request access or correction, please contact us using the details provided above.

Retention of Information

We retain personal information only for as long as necessary to provide services, meet legal obligations, and comply with financial advice regulations.

Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of third-party websites.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be published on this page.

Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact:

Vista Wealth & Protection Limited
office@vistawealth.co.nz
www.vistawealth.co.nz