Privacy Policy

This privacy policy explains how personal information may be collected, used and protected when you contact this website or request mortgage and finance advice.

Information collected

We may collect your name, contact details, property or project information, income and lending information, and any details you provide through forms, email, phone calls, meetings or document sharing.

How information is used

Information is used to respond to enquiries, assess lending options, prepare applications, communicate with lenders and professional parties, meet legal obligations, and improve client service.

Who information may be shared with

With your consent or where reasonably required, information may be shared with lenders, aggregators, credit reporting agencies, solicitors, valuers, quantity surveyors, insurers, compliance providers, dispute resolution providers and technology service providers.

Storage and security

Reasonable steps are taken to protect personal information from unauthorised access, loss, misuse or disclosure. No online system is completely risk-free, so sensitive documents should be shared through approved secure channels.

Access and correction

You may request access to or correction of personal information held about you by contacting anson@financialguru.co.nz.