Updated: 22 October 2026
At PlanA Consulting (PlanA), we respect your privacy & understand the importance of protecting the information you share with us.
As business advisors, we regularly work with confidential business, financial & personal information. We take that responsibility seriously.
This Privacy Policy explains how we collect, use, store, protect & share personal information when providing our services, operating our website, delivering programmes & managing our business.
We handle personal information in accordance with the New Zealand Privacy Act 2020.
This policy applies to anyone interacting with PlanA, including:
- Clients, business owners, directors, managers & employees
- Members of our advisory & group programmes
- People completing business assessments or attending events
- Visitors to our website & online platforms
- Prospective clients, suppliers & other business contacts
- Individuals whose information is provided to us as part of our advisory work
We collect information reasonably necessary to operate our business & provide our services.
This may include:
- Personal information: Names, business details, roles, email addresses, phone numbers & other contact information.
- Business information: Financial performance, business plans, strategies, operational information, ownership arrangements, employee matters & other information shared during advisory engagements.
- Programme & assessment information: Responses to questionnaires, business assessments, ScoreApp scorecards, surveys, workshops & group programme activities.
- Meeting & communication information: Emails, meeting notes, recordings, transcripts, action plans & other communications relating to our work.
- Website & marketing information: Information submitted through online forms, subscriptions, website enquiries & relevant website analytics.
- Business information may also contain personal information where it relates to an identifiable individual, such as an owner, director, employee or customer.
We may collect information:
- Directly from you through meetings, calls, emails, assessments, events & online forms
- From clients, their employees, professional advisors or other authorised parties
- From publicly available business sources, such as websites, Meta & LinkedIn
- Through our website, online platforms & business systems
Clients may provide information about employees, customers, suppliers or other individuals as part of an advisory engagement.
We ask clients and other people providing information to ensure they have appropriate authority to share it & to assist with any required privacy notifications.
We use information to:
- Deliver business advisory services, programmes & workshops
- Understand business performance, challenges & opportunities
- Prepare assessments, reports, recommendations & action plans
- Manage client relationships, meetings & communications
- Provide relevant business resources, updates & marketing communications
- Improve our services, systems & client experience
- Meet legal, financial & administrative obligations
We use personal information for the purpose it was collected, a directly related purpose or another purpose authorised or permitted by law.
Confidentiality is an important part of how PlanA works.
We may have access to commercially sensitive information, including financial results, business strategy, pricing, staffing matters & shareholder discussions.
We treat this information as confidential & do not share it outside the purposes of our engagement unless authorised by the client or otherwise required or permitted by law.
We may use anonymised or aggregated information for benchmarking, reporting, case studies, marketing or improving our services, provided individuals cannot reasonably be identified & commercially confidential information is not disclosed in an identifiable way.
PlanA offers group programmes where business owners & managers can learn, share experiences & support each other.
To help members connect, we may share names, business names, email addresses & phone numbers with others in the same programme, including through member lists or group messaging platforms such as WhatsApp.
We will make members aware of this arrangement & provide an opportunity to opt out of having their contact details shared.
Participation in a group programme does not authorise PlanA to share a member’s confidential financial, strategic or commercially sensitive business information without permission.
We expect all participants to respect the confidentiality of information shared by others.
PlanA uses digital platforms & technology to support our services.
These may include Microsoft 365, Xero, Google, ScoreApp, Claude, ChatGPT, The Gap, online meeting platforms & other business systems.
We may use approved AI-assisted tools to record or transcribe meetings, prepare summaries, analyse information, develop recommendations & manage agreed actions.
We will provide appropriate notice of meeting recordings or transcription & obtain consent where required.
Information shared through these systems is used for legitimate business purposes, subject to applicable privacy obligations.
We take reasonable steps to assess the privacy & security arrangements of the systems we use, particularly when handling confidential or sensitive information.
PlanA remains responsible for the advice & recommendations we provide, including where technology assists in preparing them.
We do not sell personal information.
We may share relevant information with third parties where necessary or appropriate for our services, including:
- Technology & service providers supporting our business operations
- External professionals or specialists where their involvement has been agreed with the client
- Other programme participants, as outlined in Section 7
- Accountants, legal advisors or other professional service providers supporting PlanA
- Authorities where disclosure is required or permitted by law
Some technology providers may store or process information outside New Zealand.
Where personal information is disclosed overseas, we will comply with applicable requirements under the Privacy Act 2020, including overseas disclosure safeguards where required.
We may send relevant business insights, resources, newsletters, event invitations & information about PlanA services and programmes.
These communications may follow an enquiry, assessment, event registration or other interaction with PlanA, where permitted by law.
We comply with applicable electronic marketing requirements & provide an unsubscribe option for marketing emails.
You can unsubscribe at any time.
We take reasonable steps to protect information from loss, misuse, unauthorised access, modification or disclosure.
This includes using appropriate digital security, controlled access to information & reputable service providers.
We retain personal information only for as long as reasonably necessary for the purpose it was collected or to meet legal & legitimate business requirements.
When information is no longer required, we take reasonable steps to securely delete, destroy or de-identify it.
Under the Privacy Act 2020, individuals have the right to request access to personal information we hold about them & to request corrections.
If you believe information we hold about you is incorrect or out of date, please contact us.
We will respond within the timeframes required by law.
Where information has been provided by a client organisation, we may need to work with that organisation when responding to a request, depending on the circumstances.
If a privacy breach occurs, we will assess the situation, take appropriate action & notify the Office of the Privacy Commissioner and affected individuals where required by law.
If you have a concern about how we have handled your personal information, please contact us so we can investigate & respond.
If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner at www.privacy.org.nz.
We may update this Privacy Policy to reflect changes in legislation, technology or our business practices.
The latest version will be available on our website.
For privacy enquiries, requests or complaints, please contact:
Email: john@planaconsulting.co.nz
Website: www.planaconsulting.co.nz
Updated: 22 October 2026
