Momentum Partners Limited is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 2020.
What information do we collect?
We collect personal information that is necessary to provide you with financial advice and related services. This may include:
- Your name, contact details, date of birth, and identification information
- Financial information including income, assets, liabilities, and credit history
- Employment and income verification details
- Information about your financial goals, objectives, and circumstances
- Any other information you provide to us or that we need to provide our services
How do we collect your information?
We collect information directly from you through:
- Application forms and fact-finding questionnaires
- Phone conversations, emails, and meetings
- Our website and online forms
We may also collect information from third parties including:
- Credit reporting agencies
- Financial product providers (banks, lenders, insurers)
- Your employer (for income verification)
- Other professionals involved in your financial affairs (accountants, lawyers, real estate agents)
- Publicly available sources
Where we collect personal information from someone other than you, we will take reasonable steps to notify you. This notification will include:
- The purpose of the collection
- The intended recipients of the information
- The name and address of the agency collecting and holding the information
- Whether the collection is authorised or required by law (and, if so, the relevant law)
- Your right to access and request correction of that information
This notification requirement applies unless an exception applies under the Privacy Act 2020.
How do we use your information?
- Provide you with financial advice and related services
- Process your applications for financial products
- Manage our relationship with you, including follow-up and ongoing service
- Comply with our legal and regulatory obligations
- Improve our services and develop new offerings
- Send you information about our services (you can opt out at any time)
AI-assisted tools and recording consent
We use AI-assisted tools to support our advice process, including preparing advice documentation and maintaining client records. Where a meeting or conversation is recorded, the recording may be transcribed and processed using AI services to produce a file summary or diary note. By engaging our services, you consent to recordings of your conversations with us being transcribed and processed in this way. All information is handled in accordance with the Privacy Act 2020.
Where applicable, we may share property-related documents including sale and purchase agreements and building plans with Valocity, a property data and valuation platform, for the purpose of obtaining a property valuation or assessment in connection with your application. Valocity's privacy policy is available at valocity.co.nz.
Who do we share your information with?
- Financial product providers (banks, lenders, insurers) when processing your applications or managing your products
- Our aggregator (Kiwi Adviser Network) who facilitates our relationships with product providers
- Service providers who assist us in delivering our services (IT support, cloud storage, CRM systems)
- Professional advisers (lawyers, accountants, auditors) when necessary
- Regulatory authorities and law enforcement when required by law
- Credit reporting agencies when necessary for credit applications
We will not share, sell, or trade your personal information to any other company or person for marketing purposes.
How do we protect your information?
- Secure storage systems with access controls
- Encrypted communications for sensitive information
- Staff training on privacy and confidentiality obligations
- Regular review of our security practices
Only authorised staff members who need access to your information to perform their duties will have access to your personal information.
How long do we keep your information?
- Provide ongoing service to you
- Comply with our legal and regulatory obligations (typically 7 years from when our relationship ends)
- Resolve disputes and enforce our agreements
Your rights
Under the Privacy Act 2020, you have the right to:
- Access your personal information we hold
- Request correction of any incorrect information
- Request deletion of your information (subject to our legal obligations)
- Object to certain uses of your information
- Complain to us or to the Privacy Commissioner if you believe we have breached your privacy
How to access or correct your information
If you would like to access or correct your personal information, please contact us:
Privacy Officer
Momentum Partners Limited
Email: mo@momentumpartners.co.nz
Phone: 021 773 601
We will respond to your request within 20 working days. There is no charge for making a request, although we may charge for the reasonable costs of providing the information to you.
Privacy breaches
If we become aware of a privacy breach that causes, or is likely to cause, serious harm, we will notify affected individuals and the Privacy Commissioner as required by law.
Product provider privacy policies
When we arrange financial products for you, the relevant product providers will also collect and hold your personal information in accordance with their own privacy policies. You can access these policies from:
- The product provider's website
- Our aggregator's website at www.kiwiadvisernetwork.co.nz
- By contacting us and we can provide you with the relevant links
Changes to this policy
We may update this privacy policy from time to time. The current version will always be available on our website. Material changes will be notified to you directly where practicable.
Contact us
Mo Olckers
Principal Adviser, Momentum Partners Limited
Email: mo@momentumpartners.co.nz
Phone: 021 773 601
Last updated: May 2026