Privacy Policy for JV Financial Services

Effective Date: 2026

1. Introduction

Jan Viljoen Financial Services (“we”, “us”, or “our”) is committed to protecting your privacy and handling your personal information in a transparent, secure and responsible manner. This Privacy Policy explains how we collect, use, disclose and protect your personal information when you visit or interact with our website https://jvfs.co.nz (“Site”) or use our services.

This policy is written in accordance with the New Zealand Privacy Act 2020.

By using our Site or engaging with our services, you agree to the collection and use of information in accordance with this policy.


2. Information We Collect

We collect personal information in two main ways: information you provide directly and information collected automatically.

a. Information You Provide

You may provide personal information when you:

  • Contact us via forms, email or phone
  • Request insurance quotes or financial services
  • Book consultations or meetings
  • Subscribe to updates or communications

This may include:

  • Full name
  • Email address
  • Phone number
  • Postal address
  • Relevant travel or insurance details
  • Any other information you choose to provide

b. Automatically Collected Information

When you visit our Site, we may automatically collect:

  • IP address
  • Browser type and device information
  • Pages visited and time spent on the Site
  • Referral sources

This information is used for website functionality, analytics and performance monitoring.


3. How We Use Your Information

We use your personal information to:

  • Provide and manage our services
  • Respond to enquiries and requests
  • Prepare insurance quotations and advice
  • Communicate with you regarding your enquiry or policy
  • Improve our website and services
  • Comply with legal and regulatory obligations

We only collect and use personal information where it is necessary, relevant and lawful.


4. Cookies and Tracking Technologies

Our Site uses cookies and similar technologies to:

  • Improve website functionality
  • Analyse traffic and usage patterns
  • Enhance user experience

You can disable cookies through your browser settings. Please note that some website features may not function properly if cookies are disabled.


5. Disclosure of Personal Information

We do not sell or rent your personal information.

We may share your information with:

  • Insurance providers and underwriters for quotation and policy purposes
  • Trusted service providers who assist us in operating our business
  • Regulatory or legal authorities where required by law

Any third parties we work with are required to protect your information and use it only for authorised purposes.


6. Overseas Disclosure

Some of your personal information may be stored or processed outside New Zealand (for example, by insurance providers or secure cloud services). Where this occurs, we take reasonable steps to ensure your information is protected to standards comparable with New Zealand privacy laws.


7. Data Security and Retention

We take reasonable steps to safeguard your personal information against loss, unauthorised access, misuse or disclosure. While no system is completely secure, we regularly review our security practices.

Personal information is retained only for as long as necessary to fulfil the purpose for which it was collected, or as required by law.


8. Your Rights

Under the Privacy Act 2020, you have the right to:

  • Request access to your personal information
  • Request correction of your personal information
  • Ask questions about how your information is used

To exercise these rights, please contact us using the details below.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Privacy Commissioner of New Zealand.


9. Children’s Privacy

Our services and website are not directed at children under 16 years of age. We do not knowingly collect personal information from children without parental or guardian consent.


10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in legislation or business practices. Any changes will be published on this page.


11. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

Email: info@jvfs.co.nz
Phone: 022 599 8127
Address:
22 Sunridge Estate
674 Ranginui Road
Welcome Bay
Tauranga 3175
New Zealand

Scroll to Top