Matt Willoughby Limited, trading as OneStop Financial Solutions are a Financial Service Provider, we provide advice and service to our clients on a range of things such as Insurance, Mortgages, KiwiSaver and general financial. We comply with the New Zealand Privacy Act 2020. In order to provide our services we are required to obtain and hold certain information as outlined below:
We collect personal information from you, including information about your:
- Contact Information
- Financial Information
- Medical Information
We collect your personal information in order to:
- Provide advice that is correct for your situation and your needs, as well as facilitate applications for things such as Insurance, Mortgages and KiwiSaver.
Besides our staff, we may share this information, only with your permission with:
- Other Financial Service Providers such as insurers, banks and KiwiSaver providers as is required to assist in obtaining an insurance policy, bank or joining and KiwiSaver provider.
If you choose not to provide the necessary information that is required, unfortunately we’ll be unable to provide our services.
We keep your information safe by storing it in a secure CRM and only allowing the necessary and required staff access to this information.
We keep your information for as long as required and once no longer required we will securely remove all digital and any physical records.
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 firstname.lastname@example.org, or 09 218 7602 or visit us at 2/15 Accent Drive, East Tamaki, Auckland