Last updated: December 2025

At Insurance Simple, we connect people who are interested in insurance or financial products with licensed advisers and service providers who can help them.

To do this, we collect some of your personal information and share it with our advisors (businesses that offer related services). We believe in being open about how we collect, use, and protect your data. This policy explains what information we collect, why we collect it, how we use it, and how you can manage or delete it.

Who We Are

Welcome to Insurance Simple, a lead generation website powered by Families First Financial Services (“we”, “us”, “our”) and marketed by a third party company. We connect New Zealanders (“you”, “your”) with licensed financial advisers who can assist with personal insurance, KiwiSaver, and related financial services.

When we say “you”, we mean anyone who uses our website, takes part in a quiz, survey, or questionnaire, or otherwise provides personal information to us.

When we say “advisors”, we mean the advisors who we are aligned with, so they can contact you about their services.

What Personal Information We Collect

We only collect information that you choose to give us — typically when you fill out a form, quiz, or survey on our website. This is for the purpose of matching you with a qualified advisor.

This may include:

• Your name
• Email address
• Phone number
• General information about your financial products
• Your attitudes toward insurance or finances
• General health information (if relevant)
• Income Range
• Your responses to quiz or survey questions

We do not collect banking details, specific health conditions, or sensitive data such as religious beliefs or ethnicity.

Staying Anonymous

You can browse our website without sharing personal information, though cookies may still collect some usage data.

However, you’ll need to share personal details to complete quizzes, surveys, or receive advice.

How We Use Your Information

We collect and process your information so that we can match you with an advisor who will contact you about the products or services you’ve shown interest in.

We may:

• Share your contact details with an advisors so they can reach out directly
• Use your data to match you with the most suitable adviser or provider
• Improve our website experience by analysing general usage data

Once your information is shared with one of our clients, they will manage it under their own privacy policy. You can ask them directly how they handle your data.

Cookies and Website Data

We use cookies to:

• Recognise your browser and preferences
• Improve site speed and performance
• Save your details for convenience

You can manage or disable cookies in your browser settings.

Data Storage and Security

We take reasonable steps to protect your personal data from loss, misuse, or unauthorised access. However, no online system is 100% secure.

Your data is stored safely until it is securely transferred to our advisors. Once transferred, Insurance Simple is not responsible for how those advisors store or manage your data — please refer to their privacy policies for details.

Data Rights and Your Choices

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

• Ask what personal data we hold about you
• Request a copy of your data
• Correct any inaccurate or outdated information
• Withdraw your consent for data use
• Ask us to delete your information

If you withdraw consent, we’ll stop using your data as soon as reasonably possible. However, you may still be contacted by advisors who already been matched with your information before your withdrawal.

Data of Minors

We do not knowingly collect information from anyone under 13 years old. If you believe a minor has shared personal data with us, please contact us at inquiry@insurancesimple.co.nz and we will delete it.

Legal Disclosure

We may share your personal data if required by law or if it’s necessary to comply with legal obligations.

Contact Us

If you have questions, requests, or concerns about your personal data, please contact us:

Email: inqiury@insurancesimple.co.nz

We aim to respond within 30 days and take action as quickly as possible.

Updates to This Policy

Your use of this website is governed by these Disclosure and Privacy terms, which may be updated from time to time. Continued use constitutes acceptance of the latest version.