Financial Snapshot

Step 1: Getting Started

Let's get started.

A few quick questions to kick things off.

Purpose for Finance

What are you looking to do? *

First Home Purchase

Refinance

Top-up

Next Home

Investment

How many applicants? *

Just me

2 people

3 people

4 people

How did you hear about us?

Applicant 1

Your details.

Personal details and employment info for Applicant 1.

Personal Details

Title

Marital Status

First Name *

Last Name *

Date of Birth *

Country of Birth

Email *

Phone *

Current Address *

How long at this address?

Bank

Dependants under 18

Their ages

Employment & Income

Employer / Company *

Position / Role *

Start Date at Current Job

Income Amount *

How Often?

Gross or Net?

Last 3 years employment history

Other income? (IRD, WINZ, rental, etc.)

Applicant 2

Second applicant.

Personal details and employment info for Applicant 2.

Personal Details

Title

Marital Status

First Name *

Last Name *

Date of Birth

Country of Birth

Email

Phone

Address (if different to Applicant 1)

Bank

Dependants under 18

Employment & Income

Employer / Company

Position / Role

Income Amount

How Often?

Gross or Net?

Employment history & other income

Applicant 3

Third applicant.

Personal details and employment info for Applicant 3.

Personal Details

First Name

Last Name

Date of Birth

Country of Birth

Email

Phone

Address (if different)

Bank

Dependants under 18

Employment & Income

Employer / Company

Position / Role

Income Amount

How Often?

Gross or Net?

Employment history & other income

Applicant 4

Fourth applicant.

Personal details and employment info for Applicant 4.

Personal Details

First Name

Last Name

Date of Birth

Country of Birth

Email

Phone

Bank

Dependants under 18

Employment & Income

Employer / Company

Position / Role

Income Amount

How Often?

Gross or Net?

Employment history & other income

Deposit & Assets

What do you have?

Everything you own: savings, KiwiSaver, vehicles, contents.

Deposit

Saved deposit ($) *

Net proceeds from sale (next home)

Assets

KiwiSaver & investments ($)

Vehicle value ($)

Home contents ($)

Any other assets?

Liabilities

What do you owe?

All debts - mortgages, loans, credit cards, buy now pay later. Lenders see everything anyway - being upfront gets you better advice.

Existing mortgage(s)

Personal or vehicle loans

Credit cards & buy now pay later

Any other debts?

Monthly Expenses

Regular spending.

Rough figures are fine. Leave blank if it doesn't apply.

Home & Family

Item	Amount ($)	Frequency
Rent
Groceries
Child care
Education
Power & gas
Council rates

Transport & Insurance

Item	Amount ($)	Frequency
Petrol
Vehicle registration
Vehicle insurance
Life insurance
Other insurance

Lifestyle

Item	Amount ($)	Frequency
Internet & mobile
Subscriptions (Netflix etc)
Dining out / takeaways
Gambling

Any other regular expenses?

Almost Done

Last few questions.

Standard disclosure questions. Helps us give you the most accurate picture.

Anything else?

Additional comments

Sam personally reviews every submission. Your information is kept strictly confidential.

Let's get started.

Your details.

Second applicant.

Third applicant.

Fourth applicant.

What do you have?

What do you owe?

Regular spending.

Last few questions.

Snapshot received.