Nautilus Advisers Ltd.
Privacy Statement

This page contains information about our collection and use of personal information. It was last updated on 21 May 2025.

Your Privacy

We adhere to the Privacy Act 2020 and its privacy principles around how we collect, handle and use personal information. We only collect your personal information in order to provide you with the financial advice and support that you request from us, or to meet our legal and other compliance requirements.

Types of Personal Information we Collect

  • Name & contact details.

  • Publicly available information (e.g. LinkedIn, companies office).

  • Communication with us (e.g. phone calls, emails, texts).

  • Personal information (e.g. financial, health).

  • Billing or payment information (e.g. bank account).

Use of your Personal Information

  • Understand your financial position and needs.

  • Provide customer support, improve the quality our service, or to train our staff.

  • Check instructions you have provided to us or to resolve a dispute.

  • Comply with any legal, government or regulatory requirement on us or in connection with legal proceedings, crime or fraud prevention, detection or prosecution.

  • Keep you informed (by email, text, or messaging) of products and services that may be of interest to you.

Sharing of your Personal Information

To provide the advice and/or referrals you request, we may need to share your information with:

  • Product providers (e.g. KiwiSaver, Investment, or Insurance companies).

  • Other professionals (e.g. Mortgage Brokers, General Insurance Brokers, Lawyers or Accountants).

To operate a compliant Financial Adviser business, we may need to share your information with:

  • Compliance supervisors (e.g. External Compliance Assurance or Financial Markets Authority).

  • Government agencies (e.g. NZ Police or the Financial Markets Authority).

How we manage Personal Information

We keep your information safe by storing it in secure digital systems that we have selected to support our business including: Microsoft Outlook; Microsoft OneDrive, HubSpot CRM, AdobeSign, and Fathom Notetaker.

Where possible, we use two factor authentication and password managers across our systems.

Only select members of the Nautilus advice and support team have direct access your information to complete work duties, and to provide the information we hold to you upon request.

We have security mechanisms in place to help protect your data against loss and inappropriate access (including secure backups).


Provision and Disposal of Information

Providing some information is optional. If you choose not to provide certain information that we request then we may not be able to provide specific services to you.

We may record our phone calls or meetings with you to help facilitate our advice, training, and quality assurance. This includes the use of electronic notetakers during meetings.

We are legally required to keep your information for seven years, at which point we can erase it upon request if you are no longer a client.

Access to your Personal Information

You have the right to ask for a copy of any personal information we hold about you, and to ask for it be corrected if you think it is wrong. If you’d like to ask for a copy of your information, or to have it corrected, please email support@nautilus.net.nz or call 09 394 2011.