Privacy Policy

 At an interview we collect personal information from you, including information about your:

  • name
  • contact information
  • financial position
  • photo identification

We collect your personal information in order to:

  • assess an application for mortgage finance

Besides our staff, we share this information with:

  • Lenders in order to provide them with information that will allow them to make an informed decision about lending you money.
  • Lenders in order to allow them to manage your account with them if a loan should be advanced

Providing some information is optional. If you choose not to enter financial information, we'll be unable to arrange home loans for you.

We keep your information safe by storing it an encrypted CRM file and only I can access it.

We keep your information for ten years at which point we securely destroy it by securely erasing all digital data.

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, or 021510608, or Level 1, 4 Waipuna Rd, Mt Wellington, Auckland.