About us
Established in 2026, Daly Advice was created with a clear purpose: to provide high-quality financial advice, exceptional service, and ongoing support that makes a genuine difference in the lives of Kiwis.
Daly Advice is a New Zealand–owned, family-run and independent financial advice business, focused on helping Kiwis protect what matters most and plan for the future with confidence. We provide clear, practical advice across personal insurance, KiwiSaver, and lump sum investment strategies for individuals, families, and business owners.
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​Our advice is unbiased and client-focused. We don’t work to sales targets or provider quotas, and we aren’t aligned to any single insurer or product provider. This independence allows us to recommend solutions based on what’s appropriate for your circumstances — whether that’s protecting your income, supporting your family, structuring cover for your business, or planning for the future you’re working toward.
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All advisers at Daly Advice are registered on the Financial Service Providers Register and operate under the ethical and professional standards set by the Financial Markets Authority. We are committed to delivering advice that is transparent, well-reasoned, and tailored to each client’s circumstances.
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We believe good advice should be straightforward and accessible. That means taking the time to understand your situation, explaining options in plain English, and being flexible in how we work with you. If meeting outside standard office hours or travelling to you makes things easier, we’re happy to do that. Our goal is to reduce complexity and help you make informed decisions with confidence.
Our Story
Daly Advice started in 2026 and is led by founder and Director David Lynch, a licensed financial adviser who has worked in financial advice in New Zealand since 2021.
David immigrated from Ireland to New Zealand in 2017 and has since made New Zealand his home, building his practice around the values of independence, integrity, and long-term client relationships.
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Before establishing Daly Advice, David was a qualified financial adviser in Ireland and has a professional background in law, estate administration, and asset protection, including extensive experience with the establishment and ongoing administration of trusts. This experience underpins a strong focus on structuring advice that not only meets today’s needs, but also supports long-term protection, succession planning, and peace of mind for clients and their families.