Privacy Policy

Privacy Policy Last updated: April 2026

Who We Are

Advisify (advisify.co.nz) is an independent financial education platform that connects everyday New Zealanders with licensed financial advisers who can help with personal insurance, KiwiSaver, and related financial products.

What Information We Collect

We only collect personal information that you choose to provide — typically when you complete a quiz, form, or survey on our website. This may include:

• Your name, email address, and phone number
• General information about your current financial products
• Your attitudes and goals around insurance or finances
• General health information (where relevant)
• Income range
• Your responses to quiz or survey questions
• 
  

We do not collect banking details, specific health conditions, or sensitive personal data such as religious beliefs or ethnicity.

You can browse Advisify without sharing personal information, though cookies may still collect general usage data.

How We Use Your Information

We collect and process your information to match you with a licensed financial adviser who can contact you about the products or services you’ve expressed interest in. We may also use your information to improve our website and the service we provide.

Sharing Your Information

Your contact details will be shared with a licensed financial adviser aligned with Advisify so they can reach out to you directly. Once shared, that adviser manages your information under their own privacy policy — you can ask them directly how they handle your data.

We may also disclose your information if required by law.

Cookies

We use cookies to recognise your browser, improve site performance, and save your preferences. You can manage or disable cookies through your browser settings, though some features may not work as intended.

Data Storage and Security

We take reasonable steps to protect your personal information from loss, misuse, or unauthorised access. Your data is stored securely until it is transferred to a matched adviser. Once transferred, Advisify is not responsible for how that adviser stores or manages your information.

Your Rights

Under the New Zealand Privacy Act 2020, you have the right to:

• Ask what personal information we hold about you
• Request a copy of your information
• Ask us to correct inaccurate or outdated information
• Withdraw your consent for us to use your data
• Request that your information be deleted

To exercise any of these rights, contact us at the email below. Please include enough detail to confirm your identity and describe your request. We aim to respond within 30 days.

If you withdraw consent, we will stop processing your data as soon as reasonably possible. However, advisers who were already matched with your information before your withdrawal may still contact you.

Minors

We do not knowingly collect information from anyone under 13 years of age. If you believe a minor has submitted personal information through our website, please contact us and we will delete it promptly.

Changes to This Policy

We may update this policy from time to time. Continued use of our website constitutes acceptance of the current version.

Contact Us

Email: [insert contact email]