General Information

The website dalyadvice.co.nz is provided by Daly Advice Limited and contains general information only. This information is not intended to take into account your individual objectives, financial situation, or needs.

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Before making any insurance, investment, or financial planning decisions, you should seek advice from a qualified financial adviser. We’re happy to help you assess whether a particular decision is appropriate for your circumstances.

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You should not act, or choose not to act, based solely on information on this website without first obtaining personalised professional advice.

 

Accuracy & Liability

Daly Advice Limited takes reasonable care to ensure the information on this website is accurate and up to date at the time it is published. However, we make no guarantees as to its ongoing accuracy, completeness, or suitability.

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To the fullest extent permitted by law, Daly Advice Limited, its directors, employees, and agents accept no liability for any loss or damage arising from reliance on information, opinions, or statements contained on this website.

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Information may change without notice. Past performance is not a reliable indicator of future results.

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No Offer or Recommendation

Nothing on this website constitutes an offer, invitation, or recommendation to buy, sell, or retain any financial or insurance product. Any advice or recommendation will only be provided after considering your personal circumstances and confirming suitability.

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Copyright & Intellectual Property

Unless otherwise stated, all content on this website is owned by Daly Advice Limited. You may use the material for personal reference only. Content must not be reproduced, distributed, or used for commercial purposes without our prior written consent.

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Privacy Statement

This Privacy Statement explains how Daly Advice Limited collects, uses, stores, and protects personal information in accordance with the Privacy Act 2020 (NZ).

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Personal Information We Collect

We may collect personal information relevant to providing financial advice, including:

• Contact details (name, address, email, phone)

• Date of birth

• Employment and financial details

• Insurance history

• Health information (where required)

• Criminal history (where relevant to underwriting)

Sensitive information is collected only where necessary and with your consent.

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How We Collect & Store Information

Information is collected lawfully and fairly, primarily from you or your authorised representatives. We store information securely, either internally or with trusted third-party providers, using reasonable safeguards to protect against loss, misuse, or unauthorised access.

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How We Use Your Information

Your information may be used to:

• Provide financial and insurance advice

• Arrange insurance and manage claims

• Meet legal and regulatory obligations

• Communicate with you

• Improve and tailor our services

We only disclose information to third parties where necessary, including insurers, regulators, professional advisers, and service providers, or where required by law.

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Overseas Disclosure

Some personal information may be held or processed by service providers outside New Zealand. By engaging our services, you consent to these disclosures.

 

Access & Correction

You have the right to access and request correction of your personal information. Requests can be made by contacting your adviser or emailing info@dalyadvice.co.nz.

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Direct Marketing & Cookies

We may send you information about services or updates we believe may be relevant to you. You can opt out of marketing communications at any time.

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Our website uses cookies to improve functionality and analyse usage. You can disable cookies through your browser settings.

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Complaints

If you have any concerns about your privacy or our services, please contact us. We take complaints seriously and will respond promptly and fairly. You can contact us with any issues on:

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• 027 577 4653

• info@dalyadvice.co.nz

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Please refer to our Disclosure Information page for more details on our complaints procedure.

 

Policy Updates

This Privacy Statement is current as at 19 January 2026 and may be updated from time to time. The latest version will always be available on our website.