• Bank Statements: Three months of all bank statements (Savings account, the account where salary is credited into, credit card statements, etc.)

• Credit/Store Charge Statements: 3 months worth of statements for all debts you may have (eg. Car Loan, Gem Visa, Q Card & Afterpay, etc).

• Income Details: Three months payslips to provide an overview of your income. 

• KiwiSaver Investment Statement: Written confirmation from your KiwiSaver provider showing how much you can withdraw. See contact details for New Zealand KiwiSaver providers below.

• Identification: A valid passport for identification.

• If you are Self-Employed: 2 years of full financials, including your IR3 and IR4 forms. These details can be provided by your accountant.

If you’re unsure about any documents to bring or have specific questions, feel free to contact us, and we’ll guide you through the process.

• Bank Statements: Three months of all bank statements (Savings account, the account where salary is credited into, credit card statements, etc.)

• Home Loan Statements: Six months of home loan statements, showing payment history and outstanding balance. This helps us review the mortgage you're refinancing.

• Credit/Store Charge Statements: 3 months worth statements for all debts you may have (eg. Car loan, Gem Visa, Q Card & Afterpay, etc).

• Identification: A valid passport for identification.

• Income Details: Three months payslips to provide an overview of your income. 

• If you are Self-Employed: 2 years of full financials, including your IR3 and IR4 forms. These details can be provided by your accountant.

If you’re unsure about any documents to bring or have specific questions, feel free to contact us, and we’ll guide you through the process.

• Bank Statements: Three months of all bank statements. Including all accounts such as Savings account, the account where salary is credited into, credit card statements, etc.)

• Home Loan Statements: Six months of home loan statements.

• Credit/Store Charge Statements: 3 months worth of statements for all debts you may have (eg. Car Loan, Gem Visa, Q Card & Afterpay, etc).

• Identification: A valid passport for identification.

• Income Details: Three months payslips to provide an overview of your income. 

• If you are Self-Employed: 2 years of full financials, including your IR3 and IR4 forms. These details can be provided by your accountant.

• Floor plans and specifications: To outline the scope of the construction project, which helps lenders understand the project’s scale and cost.

• Fixed price contract: This ensures that the construction project has a defined cost, helping the lender gauge the total funding required.

If you’re unsure about any documents to bring or have specific questions, feel free to contact us, and we’ll guide you through the process.

• Identification: A valid passport for identification.

• Health Information: If applicable, a list of any current health conditions or medications.

• Income Details: Three months' payslips or tax returns to provide an overview of your income. 

• Existing Insurance Policies: If you have any existing life, health, or income protection policies, bring the documents to review your coverage.

• Bank Statements: Recent statements to show your financial situation, particularly if you're seeking coverage related to a loan or mortgage.

Don’t worry if you don’t have everything—bring as much information as you can, and we can guide you through the next steps. If any documents are missing, we’ll provide help on how to gather them for future meetings. And if you’re unsure about any documents to bring or have specific questions, feel free to contact us, and we’ll guide you through the process. 

If you are wanting to take advantage of the KiwiSaver First Home Withdrawal, then you will need your KiwiSaver statement and written confirmation from your KiwiSaver provider showing how much you can withdraw. See contact details for New Zealand KiwiSaver providers below.

Or, if your meeting is about reviewing or selecting insurance options tied to your KiwiSaver, bringing a statement from your KiwiSaver provider will be useful. This will help assess your current contributions and how insurance can be aligned with your retirement planning.