What do I need to provide?

Supporting Information needed (refer to your adviser for the Welcome Home Loans Checklist if applicable):

  • Your last 3 months bank statements. Must show your name, bank name and a/c number and running daily balances on the right of the page 
  • Your last 3 payslips (if self-employed last 2 years financials), if you get Working for Families tax credits, please provide proof of this 
  • Copy of Photo ID & proof of residency if applicable 
  • Proof of Deposit – Last 3 months savings account statements and/or Kiwisaver letter confirming the amount available to withdraw. Please refer to us if you need help with this 
  • In due course we will need a copy of the signed and dated sale & purchase agreement 

If you are REFINANCING an existing home loan or consolidating debt: 

  • In addition to the above information we will require your last 6 months home loan statements for all existing loans (normally showing payments in and loan/interest deductions)
  • If consolidating any debt we will need the last 3 months statements for the loan/credit card being paid off. (sometimes 6 months debt statements is required)
  • If you have a rental property, please include tenancy agreement(s) 

Please contact us if you have any questions regarding the forms or need help completing the questions. The banks and lenders may require more information as we go through the process.


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