Legal
Confidentiality Statement
Last updated: April 2026
"Discretion is not an add-on to professional advisory work. It is foundational to it. Every conversation, engagement, and piece of information shared with Bonzer Advisory is treated with the same standard of confidentiality we have applied throughout our career in Big Four, institutional, and executive environments."
Our commitment
I understand that financial information is among the most sensitive data a business holds. Clients share details about their revenues, cash position, investors, lenders, internal challenges, and strategic plans in the course of an engagement. I treat all such information as strictly confidential, as a matter of professional obligation and personal principle.
This commitment applies from the first conversation — including the complimentary discovery consultation — through to the completion of any engagement and beyond.
What we keep confidential
I treat the following as confidential information:
- Any financial data, reports, models, or projections shared with us
- Details of your business operations, strategy, or personnel
- The existence, nature, and terms of any engagement
- Information about your investors, lenders, or other counterparties
- Any other non-public information shared in the course of a conversation or engagement
How we handle confidential information
Confidential information shared with me is used solely for the purpose of delivering the agreed services. I do not share, disclose, or discuss client information with any third party without the client's prior written consent, except where required by applicable law or professional regulation.
Where engagement work requires interaction with third parties such as auditors, lenders, or legal advisors, I will seek the client's explicit approval before disclosing any information.
Client and employer anonymity
By professional convention, I do not disclose the names of clients or the organisations I have worked within. Any reference to past engagements on this website uses only sector and outcome descriptions — never identifiable names. This is consistent with the standards applied across Big Four and institutional finance environments throughout my career.
Mutual confidentiality
My own proprietary methodologies, frameworks, pricing structures, and engagement processes shared with a client are similarly confidential and should not be disclosed to third parties without our consent.
Duration
Confidentiality obligations apply during and after the completion of any engagement, with no fixed time limit on non-disclosure of client information.
Formal NDA
Where a client requires a formal Non-Disclosure Agreement prior to commencing discussions, I am happy to execute one. Please contact us at [email protected] to arrange this before or at the time of the discovery consultation.
Contact
For any questions about how I handle your information, or to request a formal NDA, please contact