Industries
Cyber security for financial services
Protecting client funds, sensitive financial data and your regulatory standing.
Accountants, financial advisers, brokers and fintechs handle money and highly sensitive personal and financial data — making them prime targets. Alongside the direct risk of fraud, you carry client trust, Privacy Act obligations, and often FMA or professional-body expectations.
The risks
What financial services firms are up against
- Payment and invoice fraud via business email compromise
- Theft of client financial and identity data
- Phishing and credential theft targeting client portals
- Privacy Act 2020 and sector conduct expectations
- Cyber insurance and due-diligence requirements from partners
How we help
Practical protection, right-sized
- Hardened email, identity and payment verification
- Managed detection and response across your systems
- Microsoft 365 and cloud configuration hardening
- Compliance support (Privacy Act, ISO 27001)
- Board-ready governance and reporting
FAQ
Common questions
Why are financial services firms targeted so often?
They combine money movement with rich personal and financial data. That makes both fraud and data theft attractive, so layered protection is essential.
What compliance obligations apply?
The Privacy Act 2020 applies to all client personal information, and many firms also face FMA conduct expectations, professional-body rules and partner due-diligence requirements.
We're a small advisory firm — is this overkill?
No. We right-size protection to your firm. The core controls — MFA, email hardening, tested backups, awareness — matter at any size and are very achievable.
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Let’s talk
Every good plan starts with a conversation, and there’s no obligation in having one.