1. Who We Are and How to Contact Us

Wealth Mentor Education Limited
📧 office@wealthmentor.co.nz
🌐 www.wealthmentor.co.nz
📍 New Zealand

We are the data controller responsible for your personal information when you interact with our websites, register for events, participate in programs, or otherwise engage with us.

2. What Personal Information We Collect

We collect information reasonably necessary to operate our business, deliver education and events, and communicate effectively with you.
This may include:

• Identity and contact details: Name, address, phone number, email, and country of residence.

   

• Payment and billing information: Processed securely through Stripe and Xero.

   

• Participation data: Registrations, attendance, survey responses, and program progress.

   

• Media and recordings: Photos, videos, or audio captured at Wealth Mentor events (free or paid).

   

• Account and interaction history: Emails, calls, and messages, including via Discord or social media.

   

• Technical and usage data: IP address, browser type, device data via cookies, Google Analytics, and Meta/Facebook Pixel.

   

• Social media data: Usernames, handles, and public posts interacting with our brand.

   

We may collect information directly from you or from trusted partners such as Eventbrite, Humanitix, or referral sources.

3. How We Collect Your Information

• Directly: When you register, subscribe, pay, complete forms, or contact us.

   

• Automatically: Through cookies and analytics when you use our sites or apps.

   

• From third parties: CRM and event systems (e.g. Salesforce, Monday.com), payment processors, and ticketing platforms.

   

Collection is limited to what is necessary for legitimate business purposes.

4. How We Use Your Information

We use personal information to:

1. Provide education, programs, and event services.

    

2. Process payments and manage accounts.

    

3. Confirm registrations and deliver updates.

    

4. Improve and personalise our offerings.

    

5. Communicate with you about events, offers, and relevant updates.

    

6. Comply with legal obligations and protect against fraud.

    

7. Maintain security and business integrity.

    

Accuracy Disclaimer: While we take reasonable steps to keep information current and accurate, Wealth Mentor makes no warranties as to its completeness or reliability. You use our websites and services at your own risk.

We do not sell personal information to third parties.

5. Marketing Communications

We may contact you with updates about programs, events, and offers relevant to your interests.
This may be based on your existing customer relationship or your consent to receive marketing.

All marketing messages include an “unsubscribe” or “update preferences” link.
Opting out may affect essential transactional messages.

6. Cookies and Tracking Technologies

We use cookies, web beacons, and tracking pixels (Google Analytics and Meta/Facebook Pixel) to:

• measure traffic and site performance;

   

• understand visitor preferences; and

   

• deliver relevant advertising.

   

You can manage cookies through browser settings or use Google and Meta opt-out tools.

7. Disclosure of Your Information

We share personal information only when necessary and with trusted partners who are bound by confidentiality and security obligations, including:

• Service providers: Stripe (payments), Xero (accounting), Salesforce and Monday.com (CRM), Zoom (webinars), Mailchimp / ActiveCampaign (email services), Eventbrite and Humanitix (ticketing).

   

• Mentors and facilitators: To support your learning journey.

   

• Legal and regulatory authorities: Where required by law.

   

• Business transfers: If our business is merged, sold, or restructured.

   

Third-Party Platform Disclaimer: While we engage reputable providers, Wealth Mentor is not responsible for the privacy or security practices of external platforms you use to access our services.

All offshore recipients must provide comparable privacy safeguards consistent with the NZ Privacy Act 2020 (IPP 12).

8. Overseas Storage and Transfers

Some information may be stored or processed in other countries through our service providers.
Appropriate contractual and technical protections are in place to maintain comparable privacy standards.

By providing your information, you consent to its transfer, storage, and processing outside New Zealand in accordance with this Policy.

9. Media and Recordings

During our events, photography, videography, and audio recordings may occur.
These materials may be used for marketing, training, or educational purposes as outlined in our Terms and Conditions.

If you prefer not to appear in media, please notify us in writing at office@wealthmentor.co.nz before or during the event.
Unless you withdraw consent, we may continue to use existing materials.

10. Security of Your Information

We use industry-standard security measures to protect your information, including encryption, secure servers, and limited access.
However, no method of online transmission is completely secure; you acknowledge that you provide information at your own risk.

Limitation of Liability: To the maximum extent permitted by law, Wealth Mentor is not liable for any indirect or consequential loss arising from unauthorised access, disclosure, or use of personal information.

11. Retention and Destruction of Information

We retain information as long as necessary to:

• provide services and support;

   

• meet legal, tax, and accounting requirements; and

   

• resolve disputes or enforce agreements.

   

We may keep certain records for longer periods where required for audit, compliance, or business-continuity purposes.
When no longer needed, data is securely deleted or anonymised.

12. Use of Anonymised and Aggregated Data

We may use de-identified or aggregated information for research, analytics, and business-development purposes.
Such information cannot be used to identify any individual and is not considered personal information under this Policy.

13. Your Rights

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

• access your personal information;

   

• request corrections; and

   

• complain if you believe your privacy has been breached.

   

Email office@wealthmentor.co.nz to exercise these rights. We may need proof of identity before processing your request.
If you’re not satisfied with our response, you can contact the Office of the Privacy Commissioner at www.privacy.org.nz.

14. Children and Young People

Our services and websites are intended for adults aged 18 and over.
We do not knowingly collect personal information from children.
If you believe a minor has shared information with us, please contact us and we will delete it.

15. Links to Other Websites

Our sites and emails may contain links to third-party websites. Wealth Mentor is not responsible for the content or privacy practices of those sites. Please review their policies before providing information.

16. Breach Notification Procedure

In the event of a privacy breach, we will assess its impact and, where required by law, notify affected individuals and the Privacy Commissioner as soon as practicable.
We will take reasonable steps to mitigate any harm arising from the breach.

17. Interaction with Other Policies

If any inconsistency arises between this Privacy Policy and our Terms and Conditions, the Terms and Conditions will prevail to the extent permitted by law.

18. Changes to This Policy

We may update this Policy from time to time to reflect legal or business changes.
The latest version will always be available on our website.
Continued use of our services after updates are published constitutes acceptance of the revised Policy.

19. Contact Us

 Wealth Mentor Education Limited
📧 office@wealthmentor.co.nz
🌐 www.wealthmentor.co.nz

We will acknowledge and investigate all privacy concerns promptly and in accordance with New Zealand law.