Last updated: 14 September 2026
EZ Financial Services Limited respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Statement explains how we collect, use, store and disclose your personal information when providing financial advice and related services.
EZ Financial Services Limited provides financial advice through its financial adviser, Eric Zamora, on behalf of FAP FSP1003731.
Our services may include advice relating to insurance, KiwiSaver, managed funds and other financial services within our agreed scope of advice.
Depending on the services you require, we may collect personal information including:
Your name and contact details
Identification and personal information
Financial information, including income, assets, liabilities and expenses
Insurance and policy information
Employment and occupation information
Health and medical information where required for insurance advice or applications
Information about your financial goals, circumstances and needs
Information provided through our website, contact forms, email or other communications
Information required to meet our legal, regulatory and compliance obligations
We will generally collect information directly from you, but may also obtain information from insurers, investment providers, lenders and other parties where you have authorised us to do so.
We collect and use your information to:
Understand your circumstances, needs and objectives
Provide financial advice and recommendations
Arrange and administer insurance, KiwiSaver and investment products
Assess your eligibility for products and services
Communicate with you about your advice and financial products
Review and service existing arrangements
Manage complaints and quality control
Meet our legal, regulatory and compliance obligations
Maintain appropriate records of the advice and services provided
Provide information about relevant products or services where permitted
To provide our services, we may disclose relevant information to third parties, including:
Insurance companies and product providers
KiwiSaver and managed fund providers
Other financial service providers where relevant to your advice
Compliance and professional service providers
Technology and administrative service providers
Secure cloud storage and CRM providers
Regulatory bodies, auditors and dispute resolution providers where required
We only disclose information where it is necessary to provide our services, meet our legal or regulatory obligations, or where you have otherwise authorised us to do so.
We may use secure technology tools, including artificial intelligence and automated analytical tools, to assist with administrative tasks, data analysis and preparation of advice documentation.
Where these tools are used, we take reasonable steps to ensure that personal information is handled securely and appropriately.
We remain responsible for the financial advice we provide and do not rely solely on automated tools when making recommendations.
We take reasonable steps to protect your personal information from loss, misuse, unauthorised access, disclosure or alteration.
Your information may be stored using secure electronic and cloud-based systems. Some service providers may store or process information outside New Zealand.
We retain personal information for as long as reasonably necessary to provide our services and meet our legal and regulatory obligations.
Financial advice records may generally need to be retained for at least seven years after the relevant business relationship or advice has concluded.
Under the Privacy Act 2020, you generally have the right to request access to personal information we hold about you and to request correction of information that you believe is inaccurate.
If you would like to access or correct your information, please contact us using the details below.
We may need to verify your identity before providing access to personal information.
If you contact us through our website, email or an online form, we may collect the information you provide, such as your name, phone number, email address and details of your enquiry.
We use this information to respond to your enquiry and, where appropriate, discuss whether our financial advice services may be suitable for you.
Submitting an enquiry does not create an adviser-client relationship or mean that financial advice has been provided.
We may contact existing or prospective clients about relevant services, information or events where permitted by law.
You can request that we stop sending you marketing communications at any time.
If you have a question, concern or complaint about how we have handled your personal information, please contact us first so we can investigate and address the matter.
Privacy Officer:
Eric Zamora
EZ Financial Services Limited
Email: eric@ezfs.co.nz
Phone: 022 099 1463
If you are not satisfied with our response, you may also have the right to contact the Office of the Privacy Commissioner.
We may update this Privacy Statement from time to time to reflect changes to our business, technology, legal requirements or privacy practices.
The latest version will be published on our website.