Privacy Policy.

01Who we are

The Advisry is operated by Advisry Management Limited.

You can contact us at info@theadvisry.com.

02Information we collect

We may collect personal information you provide to us, including:

• Name
• Email address
• Phone number
• Business name
• Role or position
• Enquiry type
• Messages or notes you submit
• Information about your business, project, or situation
• Billing, onboarding, or client information if you become a client
• Any other information you choose to provide

We may also collect website and analytics information, including:

• Pages visited
• Device and browser information
• General location information
• Referring pages or links
• Website usage and interaction data

03How we collect information

We may collect information when you:

• Submit a contact or enquiry form
• Email, call, or message us
• Complete a client onboarding or sign-up form
• Engage us for services
• Interact with our website
• Click links in our emails or marketing communications
• Use our website while analytics or similar tools are active

04Why we collect information

We collect personal information to:

• Respond to enquiries
• Manage leads and client relationships
• Understand what support may be relevant
• Provide advisory, digital, capital, property, HR, startup, governance, exit, or other business services
• Prepare proposals, scopes, invoices, onboarding records, and client records
• Send service-related communications
• Send marketing or business updates where appropriate
• Improve our website, services, communication, and user experience
• Analyse website performance and enquiry activity
• Meet legal, accounting, tax, administrative, or business record obligations
• Protect our business, website, systems, and users

05Contact form and database storage

When you submit a contact form, your information may be sent to The Advisry and stored in Supabase or another secure database or business system.

We use this information to manage enquiries, follow up with leads, assess whether we can help, provide services where relevant, and maintain business and client records.

06Future business systems

Although contact form data is currently stored in Supabase, The Advisry may later use or connect trusted systems including CRM tools, email platforms, COUNT, accounting systems, automation tools, client management systems, analytics tools, payment tools, and other business systems.

Where information is transferred into these systems, it will be used for the purposes described in this Privacy Policy.

07Marketing communications

We may use your contact details to send relevant updates about The Advisry, our services, business insights, events, or related opportunities.

You can ask us to stop sending marketing communications at any time by contacting info@theadvisry.com.

If we use email marketing tools, unsubscribe options may also be included in those communications.

08Analytics and website tracking

We may use analytics tools to understand how people use our website, improve website performance, understand enquiry activity, and improve our services.

Analytics tools may collect information such as pages visited, device type, browser type, general location, and interaction data.

Where cookies or similar technologies are used, they help us understand website performance and user behaviour.

09Sharing information

We do not sell personal information.

We may share personal information where reasonably necessary with:

• Our team members, advisors, contractors, or service providers
• Website hosting, database, email, analytics, CRM, accounting, automation, payment, form, and client management providers
• Lawyers, accountants, funders, investors, insurers, or other professional advisors where relevant
• Third parties involved in delivering, scoping, or supporting services you have asked about
• Regulators, authorities, or other parties where required or permitted by law

We only share information where it is relevant to the purpose it was collected for, where you have authorised it, where it is directly related to that purpose, or where we are legally allowed or required to do so.

10Storage and security

We take reasonable steps to protect personal information from loss, unauthorised access, misuse, or disclosure.

This may include:

• Secure databases
• Access controls
• Password protection
• Encryption where available
• Limiting access to people who need it
• Using reputable third-party service providers
• Maintaining appropriate website and system security practices

No internet transmission or storage system is completely secure, but we take privacy and security seriously.

11Overseas service providers

Some trusted service providers may store or process information outside New Zealand.

Where this occurs, we take reasonable steps to ensure those providers handle personal information appropriately and in line with applicable privacy requirements.

12How long we keep information

We keep personal information for as long as reasonably needed for the purpose it was collected.

This may include responding to enquiries, providing services, managing leads and client records, meeting accounting or legal obligations, and protecting our legitimate business interests.

When information is no longer needed, we may delete, anonymise, or securely archive it.

13Accessing or correcting your information

You may ask us to confirm whether we hold personal information about you.

You may also request access to, or correction of, your personal information.

To make a request, contact info@theadvisry.com.

14Privacy breaches

If a privacy breach occurs and it is likely to cause serious harm, we will take steps to respond appropriately and notify affected individuals and the Office of the Privacy Commissioner where required.

15Changes to this policy

We may update this Privacy Policy from time to time by posting a new version on this page.

16Contact us

For privacy questions, access requests, correction requests, or privacy concerns, contact us:

See also our Terms and Conditions.