Privacy policy

Last updated: 29 October 2025

Introduction

At Spectra Financial Services Limited, your privacy matters to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit www.spectrafinancial.co.nz or engage our financial advice services.

We comply with the Privacy Act 2020 (New Zealand) and the Information Privacy Principles (IPPs).

Information We Collect

We may collect personal information when you:

  • Complete a contact form or subscribe to our updates

  • Request or receive financial advice

  • Interact with our website, including through cookies and analytics tools

The information we collect may include:

  • Your name and contact details

  • Financial or personal details relevant to the advice we provide

  • Technical information such as your browser type and IP address

How We Use Your Information

We use your personal information to:

  • Provide financial advice and related services

  • Communicate with you about your enquiries, appointments, or updates

  • Improve our website, client experience, and communications

  • Meet legal and regulatory obligations under New Zealand law

We will never sell or rent your information to third parties.

Sharing Your Information

We may share your information, where appropriate, with:

  • Professional partners or service providers involved in delivering our services

  • Compliance and auditing service providers

  • Secure technology platforms that support our business

All third-party providers are required to handle your data safely and in accordance with this Privacy Policy.

Cookies and website analytics

Our website may use cookies and analytics tools to understand visitor behaviour and improve functionality.
You can adjust your browser settings to disable cookies, although some parts of the site may not work as intended.

Data storage and security

We store information securely using encrypted and password-protected systems.
Spectra Financial Services takes reasonable steps to prevent loss, misuse, or unauthorised access to your personal data.

Accessing or correcting your information

You may request access to the personal information we hold about you, or ask us to correct it if it is inaccurate.
To make a request, please contact us using the details below.

Retention of information

We retain personal information only for as long as necessary to fulfil the purposes it was collected for, or as required by financial services law and record-keeping obligations.

Contact us

If you have any questions or concerns about this Privacy Policy, please contact:

Spectra Financial Services Limited
Email: info@spectrafinancial.co.nz
Location: Auckland, New Zealand
Website: www.spectrafinancial.co.nz