BeaconPoint Private Wealth Limited (‘BeaconPoint’, ‘we’, ‘us’, ‘our’) is committed to protecting your privacy. Our website address is: https://beaconpoint.co.nz/. This Privacy Policy explains how we collect, use, store, and disclose your personal information in accordance with the Privacy Act 2020.
1. Collection of Information
We may collect personal information such as your name, contact details, and other information necessary to provide our services. Information may be collected directly from you or via our website, contact forms, or client portal partners (NZX Wealth Technologies or Adminis). We may also collect non-identifiable technical data such as browser type, IP address, and site usage through cookies or analytics tools.
2. Use and Disclosure
We will only use or disclose your personal information for the purposes for which it was collected or as otherwise permitted under the Privacy Act 2020. This includes providing financial services, maintaining client relationships, and improving our website and communications. We may share information with trusted third-party partners who assist in delivering our services, including NZX Wealth Technologies, Adminis, and technology providers who host or maintain our website. All such parties are required to protect your information in accordance with New Zealand privacy standards.
3. Data Storage and Security
Personal information is stored securely and protected from unauthorised access, loss, or misuse. We retain your information only as long as necessary to fulfil the purposes for which it was collected.
4. Access and Correction
You have the right to request access to, or correction of, any personal information we hold about you. Requests can be made by emailing hi@beaconpoint.co.nz. We may require verification of your identity before processing such requests.
5. Cookies and Analytics
This website uses cookies and Google Analytics to monitor usage and improve performance. You can disable cookies in your browser settings, though this may affect functionality.
6. Changes to this Policy
We may update this Privacy Policy from time to time by posting a revised version on our website. Your continued use of the website after any changes are made constitutes acceptance of the updated policy.
Website Disclaimer
The information provided on this website is of a general nature and is not intended as personalised financial advice. It has been prepared without taking into account your personal objectives, financial situation, or needs. Before making any financial decisions, you should seek advice from a qualified financial adviser. Past performance is not indicative of future results. BeaconPoint Private Wealth Limited accepts no liability for any loss arising from reliance on the information or materials provided on this website.
Privacy & Terms
© BeaconPoint — All rights reserved. The information on this website is general in nature and does not constitute personalised financial advice. Before making investment decisions, we recommend seeking professional advice tailored to your circumstances.