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Working with us

What We Can Help You With?

At Daly Advice, we specialise in personal insurance and insurance solutions for business owners. Our advisers provide guidance on cover designed to support you during life’s unexpected moments—such as illness, injury, or death. This includes, but isn’t limited to:

 

  • Life Cover

  • Income Protection

  • Trauma/Serious Illness Cover

  • Disability Cover

  • Health Insurance

  • Business Protection.

 

We also have advisers who can help with investment advice, including KiwiSaver and lump-sum investments, ensuring your money is aligned with your goals and timeframes.

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Contact us

If you need to get in contact with us, you can get in touch using the information below:​​

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Our Advice Process

  1. Getting to know you

    • Once we connect, our first step is to understand what you want to achieve. We’ll confirm that we’re the right people to help and, if not, we’ll point you toward someone who can.

  2.  Understanding your Situation

    • We’ll gather the information we need through a fact-finding process. This helps us understand what will genuinely make a difference for you.

  3. Agreeing on the Scope

    • Once we have your information, we’ll confirm the nature and scope of the service we’ll be providing. We’ll only move forward once you’re comfortable and the scope is agreed.

  4. Analysis & Advice

    • We then review your information alongside the products available from our providers. We may check in with you along the way to ensure we’re aligned.

    • After this, we prepare your Statement of Advice, which outlines our recommendations clearly and simply.

    • It’s completely normal for clients to request changes at this stage—your input is welcome, and we’ll update the advice as needed.

  5. Implementing your Solution

    • If you choose to proceed, we help you put everything in place. For insurance, this includes completing and submitting your application and working with the insurer throughout underwriting.

    • Once the insurer makes a decision, we’ll talk you through the terms and, if you’re happy, finalise the cover and arrange your policy documents.

  6. Ongoing Support

    • If you or a family member ever need to make a claim, we’ll support you personally throughout the process.

    • If you have questions about your policy at any time, we’re here to help — just get in touch.

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If You Have a Complaint

If you’re unhappy with our service, please say it to your adviser and they can talk you through our complaints process. Alternatively, get in touch with our Director:

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We’ll acknowledge your complaint within 2 working days and aim to resolve it within 10 working days, or within a timeframe we agree with you.

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If we’re unable to resolve your concerns, you can contact Financial Services Complaints Limited (FSCL)—a free, independent dispute resolution service:

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Further information on our complaints process can be found on our Disclosure Information page.

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Our Product Providers

When making recommendations, we consider products from the following trusted providers:

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Insurance Providers

  • AIA New Zealand

  • Asteron Life Limited

  • Chubb Life Insurance NZ Limited

  • Fidelity Life Insurance Company Limited

  • nib New Zealand Limited

  • Partners Life Limited

  • Southern Cross Health Society
     

KiwiSaver & Investment Providers

  • Booster Investment Management

  • Fisher Funds Management

  • Generate Investment Holdings

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How we are Paid

Daly Advice receives commissions from product providers when a policy is placed or an investment is arranged. This includes:

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  • Initial commission, and

  • Ongoing renewal commission for as long as the policy or investment remains in place.

 

Your adviser will explain any relevant commission amounts or percentages relating to your situation.

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We may also share commission with Lee Mason Mortgages and Insurance for sucessful referrals. Our referral arrangement is reviewed annually.

 

Gifts & Hospitality

From time to time, product providers may offer hospitality (e.g., events, conferences, coffee meetings) or small gifts (fruit boxes, wine, branded items).


We take this seriously and have a clear gift and hospitality policy. All items or events of value must be approved by the Director and recorded in our gift register, which is available for you to view on request.

 

We’re Here to Help

We hope this gives you a clear overview of how we work. If you have any questions, our advisers — and our Director — are always happy to help.

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If you’re not already a client, we’d love to work with you.

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Daly Advice Limited

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