Privacy Policy

Last Updated: 1 August 2025

At DormFIN, we take your privacy seriously. This policy explains how we collect, use, store, and protect your personal information—whether you’re browsing our website, submitting a form, or becoming a valued client.


What Information We Collect

We may collect personal information from you when you:

  • Submit a form through our website, landing pages, or Meta ads
  • Book an insurance review or consultation
  • Communicate with us by email, phone, or in person
  • Visit our website (via cookies and analytics tools)

This information may include:

  • Your name, email address, and phone number
  • Demographic information (e.g. age or family status)
  • Insurance and financial details relevant to providing services
  • Website usage data (e.g. pages visited, location, device info)


How We Use Your Information

We collect your information to:

  • Contact you about insurance services or promotions you’ve opted into
  • Provide tailored insurance advice and support
  • Process applications and communicate with insurers on your behalf
  • Improve our services, website, and advertising

We will never sell or rent your personal information to third parties.


Marketing & Promotions

By submitting your details (e.g. through Meta lead forms), you agree to be contacted by DormFIN about our services, insurance advice, or relevant promotions.

You can unsubscribe from promotional emails at any time by clicking the link in the email or contacting us directly.


How We Store Your Data

We take reasonable steps to protect your personal information from loss, misuse, unauthorised access, or disclosure. Your information is securely stored using encrypted platforms and password-protected systems.


Sharing Your Information

We may share your information with:

  • Licensed insurers when acting on your behalf
  • Professional advisers and partners involved in your insurance services
  • Technology providers that help us run our business (e.g. CRM or form tools)

These providers must meet privacy standards consistent with the New Zealand Privacy Act.


Cookies & Website Analytics

Our website uses cookies and third-party tools (like Google Analytics or Meta Pixel) to help us understand website traffic and ad performance. You can disable cookies in your browser settings.


Your Rights

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

  • Access the personal information we hold about you
  • Request correction of any inaccurate information
  • Withdraw your consent for certain uses

To exercise these rights, please contact us at info@dormfin.co.nz.


Contact Us

If you have any questions or concerns about your privacy or this policy, you can contact:

DormFIN Financial Services
DormFIN - Dormehl Financial Services Limited (DormFIN) FSP1004303
11/79 Bankside Road, Silverdale
Duane@dormfin.co.nz