Please find our disclosure information here

Privacy Statement

Quartz Wealth is committed to protecting your privacy. This privacy statement outlines how we collect, store, use and share your personal information. For more information, read our full privacy policy.

By submitting your details on this website, you consent to the use of your personal information in accordance with this privacy statement.


What information do we collect?

We may collect personal information about you, either directly from you or from other parties and we may generate information about you when we carry out our business.

The types of personal information we collect about you may include your:

  • Contact information: your name, phone number, email address, postal address, physical address

  • Your personal information and financial position: assets, liabilities, insurance, estate planning information, trust information, company information

  • Documents that verify your identity and other personal details: such as your passport or drivers’ licence number

  • Subscriptions/preferences: when you subscribe to receive our newsletter or updates, as well as content preferences to help us identify which material you want to receive

  • Billing or purchase information

  • Technical information: information about the device used to access the website or other social media sites, such as IP address, browser type, time zone settings and mobile network information.


What do we do with it?

We collect and use your personal information to:

  • provide our services to you that you request from us,

  • to market our services to you, including contacting you electronically (e.g. by text or email)

  • to improve our services;

  • for invoicing purposes

  • to respond to communications from you;

  • to protect and/or enforce our legal rights and interests, including connection with defending any claim or complaint;

  • to comply with our legal and regulatory obligations (including Anti Money Laundering/Counter Financing of Terrorism compliance and audit and reporting requirements).

  • for any other purpose authorised by you or the Privacy Act 2020.


Who do we share it with?

Besides our staff we may share this information with third parties who enable us to provide you with our services. These include:

  • Any business that supports provision of our services including (without limitation) legal/compliance advisers, IT providers, the New Zealand Transport Agency’s database of driver licences and the Department of Internal Affairs’ database of passports

  • Any new owners or re-organised entities in the event of business restructuring, sale, purchase or joint venture affecting our business

  • Lawyers, other professionals and our insurers (and their advisers) in connection with protecting and/or enforcing our legal rights & interests, including connection with defending any claim or complaint;

  • Any other person authorised by the Privacy Act or another law

  • Any person authorised by you.

We will only share your personal information with third parties where it is necessary to help us do what we collected your information for, where it is required by law or where you give us authority to.

We will take all reasonable steps to keep all personal information, and other information you provide, safe from loss, unauthorised activity, or other misuse.


Where do we store it?

We use third party cloud service providers to store and process the information we collect. We take all reasonable steps to only store information on servers where the providers meet New Zealand privacy legislation requirements. We ensure that our cloud-based service providers are subject to appropriate security and information handling arrangements and that the information stored or processed by them remains subject to confidentiality obligations


What are my rights?

You do not have to provide information to us. If you choose not to provide necessary personal information when requested, we maybe be unable to provide certain information or services to you.

You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong. If you have any questions about this privacy statement or you’d like to ask for a copy of the information we hold on you, or to have it corrected, please contact us

Phone Number: +64 9 486 9785

Email Address:

Postal address: PO Box 33-820, Takapuna, Auckland 0740