Privacy Policy - Brisk Insurance

Privacy Policy

Brisk Insurance

Last Updated: 20 October 2026

1. Our Commitment to Your Privacy

Brisk Insurance ("we", "us", "our") is committed to protecting your personal information and respecting your privacy. This Privacy Policy outlines how we collect, use, store, and disclose your personal information in accordance with the New Zealand Privacy Act 2020.

This policy applies to information collected through our website https://briskinsurance.co.nz and in the course of providing our financial advisory services.

2. What Information We Collect

We may collect the following types of personal information:

  • Contact Information: Your name, email address, phone number, and physical address.
  • Communication: Records of our correspondence with you, whether by email, phone, or through our website's contact form.
  • Financial Information: Information about your financial situation, goals, and needs as required to provide you with retirement planning, KiwiSaver, and investment advice. This may include details about your income, expenses, assets, liabilities, and investment portfolio.
  • Technical Information: Non-identifiable information about your visit to our website, such as your IP address, browser type, and pages visited. This is collected through cookies and analytics tools to help us improve our website.

3. How We Collect Your Information

We collect personal information:

  • Directly from you: When you fill out the contact form on our website, email us, or speak with us over the phone.
  • During our advisory process: When you engage our services, we will collect the necessary information to provide you with tailored financial advice.
  • Automatically: When you browse our website, we may use cookies and other tracking technologies to collect technical data.

4. How We Use Your Information

We use your personal information for the following purposes:

  • To respond to your inquiries and communicate with you.
  • To provide you with the financial advice and services you have requested.
  • To comply with our legal and regulatory obligations as financial advisers.
  • To manage our client relationships.
  • To improve our website and the services we offer.
  • To send you relevant information or marketing materials, where you have given us permission to do so.

5. Sharing and Disclosure of Your Information

We do not sell, trade, or rent your personal information to others.

We may disclose your information t