This page summarises our privacy policy. For the full, current version, download the PDF below — replace privacy-policy.pdf in this folder whenever NZFSG issues an update.
Download our Privacy Policy (PDF)

What we collect

We collect personal information such as your name, date of birth, address, contact details, and information about your financial situation and goals. We use this to provide our services and to recommend suitable mortgage and insurance products.

Who we share it with

We may share your information with NZ Financial Services Group Limited (NZFSG) for audit purposes. You can opt out of this by emailing team@nzfsg.co.nz — but please note that if you opt out, we're no longer able to advise you.

Your information may also be collected from, or shared with:

  • NZ Financial Services Group Limited (NZFSG)
  • Credit reporting agencies
  • Banks and lenders (with your authorisation)
  • Employers
  • Product providers
  • Regulators, if we're legally required to

Where it's stored

Your data may be stored in cloud services located outside New Zealand. It is currently hosted on Amazon Web Services (AWS).

Cookies & website tracking

This website may use standard cookies or similar tracking technology to understand how visitors use the site. You can control or disable cookies through your browser settings.

Third-party links

This site may link to third-party websites. We aren't responsible for the content or privacy practices of those sites — please review their own privacy policies before providing any information.

Your rights

You have the right to access the personal information we hold about you, and to ask us to correct it if it's wrong. To do so, or if you have any questions about this policy, contact Jacob directly:

Jacob Ellison
Email: jacob@ellisonfinance.co.nz
Phone: 027 403 4569
Address: 5B Whitehouse Road, Titahi Bay, Porirua 5022