Smart Pre-Assessment
This smart pre-assessment is designed to help organise your information and understand your readiness before any lending advice is provided.
It supports a more efficient and meaningful discussion with a New Zealand licensed financial adviser.
This is not a loan application and does not provide lending advice.
What we’ll ask you
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Residency status and general situation
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Income types and ranges
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Existing assets and liabilities
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Property goals and expected timeframes
What happens next
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Your information is reviewed for completeness and clarity
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We identify what additional information or documents may be required
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If suitable, a New Zealand licensed financial adviser will contact you to provide personalised, regulated lending advice
Takes around 3–5 minutes to complete