What we collect
Depending on how we work together, this may include your name, contact details, business details, financial information, tax information and the context you give us about your work. If you contact us through this website, we collect the information you choose to include in your message.
Website enquiries
When you send the contact form, your name, email, phone number, business name and message are passed through Cloudflare, which hosts this website, and emailed to our inbox. The form is not saved in a database on the website. We use the details only to reply to you and, if you ask, to discuss or provide services. Please do not include IRD numbers, bank account details, passwords or other highly sensitive information in the form.
Information from other sources
When you engage us, we may also collect information about you from Inland Revenue, the Companies Office, your bank or other advisers, with your authority. We will tell you when we do this and why, as required by information privacy principle 3A.
Cookies and analytics
This website does not use advertising pixels, analytics services or non-essential cookies. If that changes, we will update this page first.
Why we use it
We use personal information to respond to enquiries, provide accounting and advisory services, prepare or file work you have asked us to complete, communicate with you, meet professional and legal obligations, and improve how we work. We do not collect information just because it might be useful later.
Who we share it with
We may share relevant information with you, Inland Revenue, Companies Office or another authority where required, and service providers such as accounting software, document storage, banking or communication platforms when needed to deliver the work. We only share what is reasonably necessary for the purpose, and we do not sell personal information.
Overseas processing
Our main providers are Cloudflare (website hosting and email routing), Google (email) and our accounting software providers. They may store or process information outside New Zealand, including in Australia and the United States. Where this is needed to provide the website or an agreed service, we take reasonable steps to use providers with appropriate privacy and security safeguards.
How we protect it
We use access controls, reputable software and sensible internal practices to reduce the risk of loss, misuse, unauthorised access or disclosure. Access is limited to people who need the information to do their work. No online system is risk-free, so please avoid sending passwords or payment card details through the website form.
How long we keep it
We keep information only for as long as it is needed for the purpose it was collected, to provide the service, to meet record-keeping requirements or to resolve a legitimate issue. When it is no longer needed, we securely delete it or arrange for it to be securely destroyed where practical.
Your rights
Under the Privacy Act 2020, you can ask whether we hold personal information about you, request access to it and ask us to correct it if it is wrong. We may need to confirm your identity before responding. We aim to respond within the time required by the Act and will explain any lawful limitation if we cannot provide all or part of the information.
Privacy breaches
If you believe personal information we hold has been lost, accessed or disclosed without authorisation, please contact us promptly at [email protected] so we can investigate and take appropriate steps.
Questions or complaints
For a privacy request or concern, email [email protected] with “Privacy request” in the subject line. You can also contact the Office of the Privacy Commissioner if you are not satisfied with how a concern has been handled.
Last updated: 14 November 2026.