Privacy Policy
How Lucid Advisory handles your personal information.
Information we collect
- Name, email address, phone number and message content when you submit our contact form.
- Financial goals and circumstances you share during consultations.
- Standard website logs (browser type, pages visited).
How we use your information
- To respond to enquiries and provide financial advice services.
- To prepare KiwiSaver, investment and planning recommendations.
- To meet our legal and regulatory obligations.
Sharing
We do not sell your personal information. We may share data with product providers and service providers only as needed to operate our business, or when required by law.