This statement applies to Visory (NZ) Limited (company number 8117357) (“Visory”, “we” or “us”).
We are committed to protecting privacy and confidentiality in accordance with the Privacy Act 2020 (“Privacy Act”), and it is one of our prime responsibilities, that any personal or sensitive information provided to us is not used for any other purpose than that for which it is intended and expected. Our Privacy Policy describes our current policies and practices for collecting, handling, using and disclosing personal information. It also deals with how to complain and how we report a breach of the privacy laws, how individuals can access the personal information we hold about them and how to have that information corrected.
What information do we collect and hold?
We will only collect personal information about you when you have knowingly provided that information to us or authorised a third party to provide that information to us.
Personal information includes any information or opinion about an identified individual or an individual who can be reasonably identified from their information. The information or opinion will still be personal information whether it is true or not and regardless of whether we have kept a record of it.
We may ask for identification information. This information includes and is not limited to: name, address, contact details, date of birth and IRD number.
We may collect and hold additional personal information about you. This could include transaction information or making a record of queries or complaints a client makes.
We take particular care with sensitive personal information, such as information about religion, racial or ethnic origin, political opinions, membership of a trade union, criminal record, sexual orientation, health and biometric information.
Generally, we only collect this sort of information if it is necessary to provide a specific product or service and you have consented to that collection.
What if you choose not to provide some information?
We may be unable to provide services if we do not have all the relevant information required to deliver such services.
For what purposes do we collect, hold, use and disclose personal information?
The main reason we collect, use, hold and disclose personal information is to facilitate the provision of our service offerings. This includes:
- checking whether a client is eligible for the product or service;
- assisting where online applications are not completed;
- providing the product or service, including bookkeeping, payroll, accounts payable and accounts receivable services that involve information about our clients’ employees, contractors, suppliers and customers; and
- helping to manage the product or service.
We may also use information to comply with legislative or regulatory requirements in any jurisdiction, to prevent fraud, crime or other activity that may cause harm in relation to our products or services and to help run the business. We may also use information to tell you about products or services that we feel may be of interest to you.
What service offerings do we provide?
We understand the importance of a holistic service offering, whereby clients can see their goals, needs and expectations being met. This approach encompasses:
- Bookkeeping
- Payroll
- Accounts payable
- Accounts receivable
- Visory Insights
- Business Performance Partner sessions
How do we hold and protect your information?
We strive to maintain the relevance, reliability, accuracy, completeness and currency of the personal information we hold and to protect its privacy and security. Much of the information we hold about you will be stored electronically in secure data centres owned by either us or external service providers, some of which are located outside New Zealand. Some information we hold about you will be stored in paper files and these files may be held in secure offsite storage. We use a range of physical and electronic security measures to protect the security of the personal information we hold.
We take reasonable steps to destroy or permanently de-identify any personal information after it can no longer be used.
Will we disclose the information we collect to anyone?
We may provide personal information about you to external organisations. This may include recipients which are located outside New Zealand, for example, a global financial institution whereby you have given us permission to make enquiries on your behalf.
To protect personal information, we enter into contracts with service providers that require them to comply with the Privacy Act. These contracts oblige them to only use the personal information we disclose to them for the specific role we ask them to perform.
We may also disclose your personal information to others where:
- We are required or authorised by law or where we have a public duty to do so;
- You may have expressly consented to the disclosure or the consent may be reasonably inferred from the circumstances; or
- We are otherwise permitted to disclose the information under the Privacy Act.
Do we use or disclose personal information for marketing?
We will use personal information to offer you products and services we believe may interest you but will not do so if you tell us not to. We may offer you products and services by various means, including mail, telephone, email, SMS or other electronic means, such as through social media or targeted advertising through our website.
We may also disclose your personal information to external companies who assist us to market our products and services to you, such as a mailing house.
If you do not wish to receive marketing offers from us, you can tell us at any time. Every marketing email we send includes a working unsubscribe link.
Do we collect personal information electronically?
We will collect information from you electronically, for instance through internet browsing, mobile or tablet applications.
Each time you visit one of our websites, we collect information about your use of the website, which may include the following:
- The date and time of visits;
- Which pages are viewed;
- How users navigate through the site and interact with pages (including fields completed in forms and applications completed);
- Location information about users;
- Information about the device used to visit our website; and
- IP addresses.
We use cookies and similar technologies on our websites. You can block or delete cookies in your browser settings at any time. Our Privacy Policy explains which cookies we use.
How can you check, update or change the information we are holding?
Under the Privacy Act, you have a right to seek access to information which we hold about you; although, there are some exceptions to this. You also have the right to ask us to correct information about you which is inaccurate, incomplete or out of date. To do so, you can contact us at hello@visory.com.au, and we will respond within 20 working days.
We do not charge for receiving a request for access to personal information or for complying with a correction request. We do however reserve the right to charge you for all reasonable costs and outgoings specifically incurred in meeting your request for information.
Reporting privacy breaches
We work hard to keep all personal information safe. However, despite applying strict security measures and following industry standards to protect personal information, there is still a possibility that our security could be breached. If you are aware of a privacy breach, where there is a loss or unauthorised access or disclosure of personal information, whether or not you think it is likely to cause serious harm, please tell our Privacy Officer as soon as you become aware of it.
Tell us what you think
We welcome your questions and comments about privacy. If you have any concerns or complaints, please email our Privacy Officer at hello@visory.com.au
If you are not satisfied with our response, you can complain to the Office of the Privacy Commissioner at privacy.org.nz.
This Privacy Policy Statement may change from time to time. Our complete Privacy Policy is available on our website.
Updated 6 October 2026 and approved on legal review 14 October 2026. Previous version 31 August 2022.