Checklist for first meeting with your Swift Adviser

KNOWLEDGE IS KING

First Home Buyers checklist

  • 3 Months worth of all bank statements  (Savings account, account where salary is credited into, Credit cards
  • 3 Months’ worth statement for all debts you may have (Eg – Car Loan, Gem Visa, Q Card & After pay, etc)
  • 3 Most recent payslips if you are working as a PAYE
  • Passport for ID
  • Kiwi Saver (Written confirmation from your Kiwi Saver provider as to how much you can withdraw. There is a TAB that has all provider’s details to contact them
  • If you are self-employed (2 years full financials & IR3 & IR4 will be required) This can be provided by your accountant

Refinance or consolidate loans

  • 3 Months worth of all bank statements  (Savings account, account where salary is credited into, Credit cards
  • 3 Months’ worth statement for all debts you may have (Eg – Car Loan, Gem Visa, Q Card & After pay, etc)
  • 3 Most recent payslips if you are working as a PAYE
  • Passport for ID
  • 6 Months worth of Home Loan Statement that you wish to refinance
  • If you are self-employed (2 years full financials & IR3 & IR4 will be required) This can be provided by your accountant

Construction Loan Requirements

  • 3 Months worth of all bank statements  (Savings account, account where salary is credited into, Credit cards
  • 3 Months’ worth statement for all debts you may have (Eg – Car Loan, Gem Visa, Q Card & After pay, etc)
  • 3 Most recent payslips if you are working as a PAYE
  • Passport for ID
  • If you are self-employed (2 years full financials & IR3 & IR4 will be required) This can be provided by your accountant
  • Floor Plans & Specification
  • Fixed Price contract

If you are looking for contact details for your Kiwi Saver providers. Please see below.

Phone numbers for Kiwisaver Providers

AMP

www.amp.co.nz

0800 267 5494

ANZ Investments

www.anz.co.nz/kiwisaver

0800 736 034

ASB Group Investments Ltd

www.asb.co.nz

0800 ASB RETIRE (0800 272 738)

Booster Investment Management

www.booster.co.nz

0800 336 338

BNZ

www.bnz.co.nz

0800 269 5494

Fisher Funds Management Limited

www.ff2kiwisaver.co.nz

0800 20 40 60

Kiwi Wealth Limited

www.kiwiwealth.co.nz

0800 427 384

Mercer (NZ) Limited

www.mercerkiwisaverscheme.co.nz

0508 637 237

Westpac

www.westpac.co.nz

0508 WPAC KIWI (0508 972 254)

Amanah KiwiSaver Limited

www.amanahnz.com

0508 262 624

Aon New Zealand

www.aonkiwisaver.co.nz

0800 266 463

Civic Financial Services

www.supereasy.co.nz

04 978 1250

Craigs Investment Partners Superannuation Management Limited

www.craigsip.com

0800 878 278

Fisher Funds Management Ltd

fisherfunds.co.nz/investment/kiwisaver

0800 FF KIWI (0800 335 494)

Generate Investment Management Limited

www.generatekiwisaver.co.nz

0800 855 322

Koura Wealth Limited

www.kourawealth.co.nz

0800 527 547

Lifestages

www.lifestages.co.nz/kiwisaver

0800 502 442

Medical Assurance Society NZ Limited

www.mas.co.nz

0800 800 627

Milford Funds Limited

www.milfordasset.com

0800 662 345

New Zealand Funds Management Limited

www.nzfunds.co.nz

0800 NZF KIWI (0800 693 549)

Nikko Asset Management New Zealand Limited

www.nikkoam.nz

0800 881 881

New Zealand Anglican Church Pension Fund

www.christiankiwisaver.nz

0508 RETIRE (0508 738 473)

Pathfinder Asset Management

www.caresaver.co.nz

0800 ETHICAL (0800 384 422)

Pie Funds Management Limited

www.junokiwisaver.co.nz

0800 586 658

QuayStreetAsset Management New Zealand Limited

www.quaystreet.com

0800 782 900

SBS Bank

www.lifestages.co.nz/kiwisaver/

0800 502 442

Simplicity

www.simplicity.kiwi/

Summer

summer.co.nz

0800 115 566

Superlife

www.superlife.co.nz/

0800 278 737