Want to secure your financial future with a better plan? Contact Plan B today!

This Privacy Statement applies to users of the website operated by Plan B Wealth Management Ltd, company number 985692 under the domain name www.planbonline.co.nz.

The Plan B Group of Companies (collectively "Plan B") abides by the twelve Information Privacy Principles contained in the Privacy Act 1993 when handling personal information obtained from existing and potential clients.

Information Collected

The personal information we collect depends on how you use this website. The main way we would collect personal information from you is if you use our site to lodge an electronic application or correspond with us.

Plan B, in its dealings with you and in the provision of financial services, may hold a variety of personal and sensitive information including:

Purpose of Collection

The purpose of collection of your personal information will depend on the services that you ask Plan B to provide to you. Plan B offers a range of financial planning, superannuation and investment services, and any personal information collected from you will be used for the purpose of providing those services you elect to use. We will not use your personal information for any other purpose without your consent.

Security of Personal Information

Plan B assures you that your information is kept confidential and is held securely. We will not pass any of your details to another party without your express permission to do so, unless required by law. We will take all reasonable steps to protect personal and sensitive information from misuse, loss and unauthorised access, modification and disclosure.

Access to Information Collected

If you have any concerns about the information we hold or would like to view your file or would like more information on Plan B's Privacy Policy, you can contact us contact us and we will respond within 14 days.

How to Contact Us

Client Services
Plan B Wealth Management Ltd
Free Phone 0800 377 333
Email: info@planbonline.com
www.planbonline.co.nz
Level 5
2 Commerce Street
Auckland Central 1010
DX CX10150
PO Box 105-684
Auckland 1143
Phone 09 377 2232
Facsimile 09 302 5990