Privacy Policy
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Capital Connect Limited (FSP1012401), trading as Lantern Financial, is committed to protecting your privacy in accordance with the New Zealand Privacy Act 2020. This policy explains what personal information we collect, why and how we handle it.
What we collect
When you contact us, book a consultation, or engage us for financial advice, we may collect: your name and contact details, your preferred language, and, where you engage us for advice, financial information relevant to your situation, such as income, expenses, assets, liabilities, employment details and identification documents required by law.
Why we collect it
We collect personal information to respond to your enquiries, provide financial advice, prepare and submit lending applications on your behalf, meet our legal obligations (including under the Financial Markets Conduct Act 2013 and the Anti-Money Laundering and Countering Financing of Terrorism Act 2009) and improve our services.
Who we share it with
We only share your information where necessary to provide our services or where the law requires it. This may include: lenders and their agents when submitting applications you have asked us to make, The Adviser Platform (TAP), which provides our compliance and adviser systems, Kāinga Ora where a First Home Loan application applies, our dispute resolution scheme if you raise a complaint and regulators where required by law. We do not sell your information to anyone.
How we store it
Your information is held securely in our systems, including Microsoft 365 and our client management platform, with access limited to our team. We retain records for at least seven years as required of financial advice providers, after which they are securely destroyed.
Your rights
You may request access to the personal information we hold about you and ask us to correct it, at any time. Contact us at hello@lanternfinancial.co.nz or 027 231 7143. If you are not satisfied with how we have handled your information, you may complain to us first and to the Office of the Privacy Commissioner (privacy.org.nz).
Website and analytics
Our website may use cookies and standard analytics to understand how visitors use the site. Booking and contact form information is used solely to respond to you.
Last updated: 6 July 2026.