Proactive Financial Advice Ltd

ProActive Financial Advice Ltd

ProActive Financial Advice Ltd

Privacy Policy

Your Privacy Matters to Us

At Proactive Financial Advice Limited, we are committed to protecting your privacy. This privacy statement outlines how we collect, use, and protect your personal information that we collect from you on pfal.co.nz (“Our Website”) in accordance with the New Zealand Privacy Act 2020.

Information We Collect

When you use our website to request an insurance comparison report, we collect the following personal information:

First name
Last name
Age
Email address

This information is essential to generate your insurance comparison report, which will be sent to the email address you provide.

How We Use Your Information

We input the details you provide into an insurance research company’s platform (Quotemonster) to generate your insurance comparison report. Once your report is generated and emailed to you, we do not store or retain your personal information. However, we will follow up with two emails to inquire if you require any additional services, such as speaking with an advisor or adjusting or implementing an insurance policy.

Data Sharing and Security

Your personal information is used solely for the purpose of generating your insurance report and communicating with you as described above. We do not sell, share, or distribute your personal information to third parties for marketing purposes. Your information is transferred securely to the insurance research company’s platform to generate the report, and we ensure that all data handling complies with New Zealand’s privacy laws.

Your Rights

You have the right to access and correct the personal information we hold about you. Since we do not retain your information, please contact us if you have any concerns regarding how your data is processed or used during the report generation process.

Licencing Information

Please refer to our Disclosure statement here for our Licencing Information

Contact Us

If you have any questions or concerns about this privacy statement or how your personal information is handled, please contact us at info@pfal.co.nz.