Privacy Statement

We take your privacy seriously

As an accounting firm, we adhere to the highest level of professional standards and ethical behaviour.  We are committed to protecting the confidentiality of client information. 

Collection of information

We collect personal information directly from our actual and prospective clients, suppliers, employees, job applicants, contractors and other individuals and from third parties acting on our clients’ behalf. The type of personal information we collect, hold and process includes: Contact details (e.g. names, addresses, telephone numbers, email addresses and job titles), Professional details (e.g. job and career history, educational background and professional memberships, published articles, social media details), Family and Beneficiary details for insurance and planning services (e.g. names and dates of birth), Financial information (e.g. tax, payroll, investment interests, superannuation, assets, bank details, insolvency records), Identification documents (e.g. passport, driver’s licence, IRD number or other government-issued identification numbers) and additional information required to verify identity. 

Use of Personal Information 

We collect and hold this information to provide our accounting services, manage our relationship with clients, and comply with legal and regulatory obligations. 

Disclosure of Information 

We do not disclose personal information to third parties unless required for the provision of our services, or as required by law. We take all reasonable steps to ensure that these third parties are bound by confidentiality and privacy obligations. 

Access and Correction 

Clients have the right to access the personal information we hold about them. Clients can also request the correction of any inaccurate information. 

Security 

We take all reasonable steps to protect the personal information we hold from misuse, loss, unauthorized access, modification, or disclosure.

If you have any questions about this privacy statement, or if you wish to make a complaint about our handling of your personal information, please contact us.