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About-us
Meet Our Licensed Advisers
Mortgage
Mortgage Refix and Refinance
Mortgage Pre-Approval
Mortgage Quotes & Advice
Property Portfolio Review
New Mortage Application
Kiwi saver
KiwiSaver Optimisation
Insurance
Experience New Zealand Insurance
International Student Insurance
Parent Boost Insurance
Working Holiday Insurance
Insurance Risk Analysis
Insurance Policy Review
New Insurance Application
Calculator
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Loan Term Calculator
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Investment Budget Planner
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shaddock
2026-08-05T11:35:48+00:00
PERSONAL DETAILS OF APPLICANT 1
Opportunity Type
select one
Refinance
New Purchase
Topup
Other
.
*
Mr.
Mrs.
Ms
Miss
Dr
Name
*
Sex
*
MALE
FEMALE
Date of Birth
*
Relationship Status
*
select one
Single
Defacto
Engaged
Married
Civil Union
Widowed
Divorced
Email Address
*
New Zealand residency status?
*
select one
Citizen
Permanent Resident
Resident Visa
Work permit
Other
Country/Place of Birth
*
Phone
*
Name, Gender & Date of Birth of Dependants (Enter Information or N/A if Not Applicable)
*
Current Address
*
How long have you been staying here?
*
If less than 3 years what was your previous address New Zealand / India (Enter Information If less than 3 years or N/A if Not Applicable)
*
How long have you been staying here? (Enter Information or N/A if Not Applicable)
*
Are you currently ?
*
Renting
Boarding
Living in own home
Other
Employment Information
*
select one
Earning Salary/Wages
Self Employed
Student
Home-Maker
Unemployed
Retired
Occupation (Enter Information or N/A if Not Applicable)
*
Employer (Enter Information or N/A if Not Applicable)
*
How long have you been in this job ? (Enter Information or N/A if Not Applicable)
*
Gross Income $ (Enter Information or N/A if Not Applicable)
*
If less than 3 years - prior to that: (Enter Information or N/A if Not Applicable)
*
Time at Employer (Enter Information or N/A if Not Applicable)
*
PERSONAL DETAILS OF APPLICANT 2
.
*
Mr.
Mrs.
Ms
Miss
Dr
Name
*
Sex
*
MALE
FEMALE
Date of Birth
*
Relationship Status
*
select one
Single
Defacto
Engaged
Married
Civil Union
Widowed
Divorced
Email Address
*
New Zealand residency status?
*
select one
Citizen
Permanent Resident
Resident Visa
Work permit
Other
Country/Place of Birth
*
Phone
*
Name, Gender & Date of Birth of Dependants (Enter Information or N/A if Not Applicable)
*
Current Address (Leave blank if same as Applicant 1)
How long have you been staying here? (Leave blank if same as Applicant 1)
If less than 3 years what was your previous address (Leave blank if same as Applicant 1)
How long have you been staying here? (Leave blank if same as Applicant 1)
Are you currently ?
*
Renting
Boarding
Living in own home
Other
Employment Information
*
select one
Earning Salary/Wages
Self Employed
Student
Home-Maker
Unemployed
Retired
Occupation (Enter Information or N/A if Not Applicable)
*
Employer (Enter Information or N/A if Not Applicable)
*
How long have you been in this job ? (Enter Information or N/A if Not Applicable)
*
Gross Income $ (Enter Information or N/A if Not Applicable)
*
If less than 3 years - prior to that: (Enter Information or N/A if Not Applicable)
*
Time at Employer (Enter Information or N/A if Not Applicable)
*
EXISTING PROPERTIES 1
Existing Property (Enter Information or N/A if Not Applicable)
*
Estimate Value of the Property (Enter Information or N/A if Not Applicable)
*
Rental Income
select rent type
Rent
Board
Value
Intention
select one
Primary Residence
Investment Property
Holiday Home
Commercial Property
Other
Existing Property
select one
Existing Developed Property
New Development
Property Type
select one
Std Residential
Attached Unit
Apartment
Lifestyle
Farm / Orchard
Commercial
Land Only
Holiday Home
Holiday Home
Which lender currently holds this property as security? (optional)
select one
Freehold
ANZ
ASB
BNZ
Westpac
Kiwibank
Bank of China
Co-Op
Heartland
HSBC
ICBC
Liberty
Resimac
Sovereign
SBS
TSB
Unity
Other
EXISTING PROPERTIES 2 (optional)
Existing Property (Enter Information or N/A if Not Applicable)
Estimate Value of the Property (Enter Information or N/A if Not Applicable)
Rental Income
select rent type
Rent
Board
Value
Intention
select one
Primary Residence
Investment Property
Holiday Home
Commercial Property
Other
Existing Property
select one
Existing Developed Property
New Development
Property Type
select one
Std Residential
Attached Unit
Apartment
Lifestyle
Farm / Orchard
Commercial
Land Only
Holiday Home
Holiday Home
Which lender currently holds this property as security? (optional)
select one
Freehold
ANZ
ASB
BNZ
Westpac
Kiwibank
Bank of China
Co-Op
Heartland
HSBC
ICBC
Liberty
Resimac
Sovereign
SBS
TSB
Unity
Other
KiwiSaver Funds
Provider ? (Enter Info or N/A if Not Applicable)
*
Fund Type (Enter Info or N/A if Not Applicable)
*
Balance ( Enter Information or N/A if Not Applicable )
*
Fund Type (Enter Info or N/A if Not Applicable)
*
Provider ? (Enter Info or N/A if Not Applicable)
*
Balance (Enter Information or N/A if Not Applicable)
*
ASSETS
Have Car ?
*
Yes
No
How many cars ?
*
select one
1
2
3
4
5
6
7
8
9
10+
If yes, please share the name & value of the cars (Enter Information or N/A if Not Applicable)
*
Cash/Bank Fund (Enter Information or N/A if Not Applicable)
*
Shares
*
Gold (Enter Information or N/A if Not Applicable)
*
Home Contents (Enter Information or N/A if Not Applicable)
*
Other Vehicles (Enter Information or N/A if Not Applicable)
*
KiwiSaver / Superannuation (Enter Information or N/A if Not Applicable)
*
Other Assets & Value
Main Bank Provider Applicant 1
*
select one
ANZ
ASB
AIA Go Home Loans
BNZ
Westpac
Sovereign
Avanti Finance
Bank of China
Basecorp
Bluestone
Cooperative Bank
CFML
Cressida Capital
DBR
First Mortgage Trust
Funding Partners
Heartland
HSBC
ICBC
Kiwibank
Liberty
NZ Home Loans
Pepper Money
Pepper Money
SBS
TSB
Unity
Other
Main Bank Provider Applicant 2
select one
ANZ
ASB
AIA Go Home Loans
BNZ
Westpac
Sovereign
Avanti Finance
Bank of China
Basecorp
Bluestone
Cooperative Bank
CFML
Cressida Capital
DBR
First Mortgage Trust
Funding Partners
Heartland
HSBC
ICBC
Kiwibank
Liberty
NZ Home Loans
Pepper Money
Pepper Money
SBS
TSB
Unity
Other
EXPENSES
Food (restaurants, takeaways, groceries)
*
Entertainment (Enter Information or N/A if Not Applicable)
*
Alcohol & Nicotine (Enter Information or N/A if Not Applicable)
*
Personal Care & Clothing (Including Footwear) (Enter Information or N/A if Not Applicable)
*
Household Expenses (Household Maintenance, gardening, cleaners) (Enter Information or N/A if Not Applicable)
*
Transport (Parking, Fuel, WOF, Rego, Public Transport, Uber/Private Transport) (Enter Information or N/A if Not Applicable)
*
Utilities (Power, Gas, Water, Telephone, Internet) (Enter Information or N/A if Not Applicable)
*
Property Address & Value (Enter Information or N/A if Not Applicable)
*
Vehicle Insurance (Enter Information or N/A if Not Applicable)
*
Personal Insurance (Enter Information or N/A if Not Applicable)
*
Property Insurance (Enter Information or N/A if Not Applicable)
*
Contents Insurance (Enter Information or N/A if Not Applicable)
*
Child Care/Day Care (Enter Information or N/A if Not Applicable)
*
Ongoing Subscriptions (Streaming Services, Gym Memberships) (Enter Information or N/A if Not Applicable)
*
Other Expenses (Enter Information or N/A if Not Applicable)
*
LIABILITIES
Mortgage Banks & Balances (Enter Information or N/A if Not Applicable)
*
Personal Loans & Balances (Enter Information or N/A if Not Applicable)
*
Credit / Store / Charge Cards Name, Limits & Balance (Enter Information or N/A if Not Applicable)
*
Other Depts (Enter Information or N/A if Not Applicable)
*
Notes
Upload Participant's Passports / Visa
Drag and Drop (or)
Choose Files
Upload Signed Declaration Form
Drag and Drop (or)
Choose Files
Upload participant's 3 most recent payslips.
Drag and Drop (or)
Choose Files
Upload 6 month mortgage statements
Drag and Drop (or)
Choose Files
Upload participant's most recent 3 month bank last statements
Drag and Drop (or)
Choose Files
Upload saving account last statements
Drag and Drop (or)
Choose Files
Upload credit card last statements
Drag and Drop (or)
Choose Files
SUBMIT
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