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Privacy

Lifestyle Solutions – Privacy Statement. Latest version updated: 01.03.2020

We collect personal information from you, including information about your:

  • name
  • contact information
  • personal information (medical and financial)
  • location
  • interactions with us e.g. phone calls, emails, texts, letters.
  • billing or purchase information

We collect your personal information in order to:

  • better understand your financial needs and position
  • comply with any legal, governmental or regulatory requirement on us or in connection with legal proceedings, crime or fraud prevention, detection or prosecution
  • check instructions you have provided to us or to resolve dispute
  • provide customer support, to improve the quality of the service we provide and to train our staff;
  • keep you informed (by email, or text) of products and services we consider may be of interest to you

Besides our staff, we share this information with:

  • a 3rd party in order to take actions connected to a purpose for collection.

How we manage our information:

  • We keep your information safe by storing it in a safe and secure location and only allowing certain staff members to access it.
  • We have secure mechanisms in place to ensure your data is kept private and to protect against loss and inappropriate access. We have a secure CRM system which is regularly backed up and stored.
  • Select members of the Solutions Team have access to your information, in order for it to be readily available if you require information on your policies or the information we hold for you. If you need to update any of your information (such as your contact details), please contact us and we will do this immediately.

Providing some information is optional. If you choose not to enter certain parts of information, we’ll be unable to provide specific services.

We are legally required to keep your information for seven years, at which point we securely destroy it if you are no longer a client, by securely erasing all data.

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’d like to ask for a copy of your information, or to have it corrected, please contact us at office@solutions.co.nz, or 03 9725564, or PO Box 42090, Tower Junction, Christchurch

Our Satisfied Clients Are Saying...

  • Richard has been my risk management insurance broker for 5 years now. He is so approachable and helpful with any of my questions about insurance or claims. Nothing has ever been a problem and all claims are dealt with quickly and so easily. Richard specialises in working out the very best insurance for my lifestyle situation. I would highly recommend Richard to anyone who needs to get cover or update their insurances.

    Maria P.
  • We first opened our door to Richard some 8 years ago now. We found Richard to be genuine, straight to the point but not over bearing nor abrupt. We were looking at changing up our insurances to find something that suited our family and finances better. Richard put us straight on the right path. We find him reliable, honest and easy to chat with. Richard has also given us fantastic financial advice which has helped us save for the future. We have recommended his business to our friends before and will do again happily in the future.

    Dyson and Karina P.