Frequently Asked Questions

How can I prepare for my first meeting with a financial advisor?

It will be helpful if you can collect as much up-to-date information as possible. Contact creditors for any balances owing/overdue, bring in current bank statements and proof of any income/out-goings. Your advisor can resolve issues quicker if all the information is at hand and they will let you know what further information is needed.

What should I bring to my first meeting?

For a general meeting:

• Statements/accounts for all debts
• Current bank statements
• Pay slip or record of income

For KiwiSaver hardship:

• Statements/accounts for all debts
• 3 months of bank statements
• Proof of income
• Name of KiwiSaver provider

For Insolvency:

• All debts, who to and how much
• Bank account details
• KiwiSaver
• IRD number
• Passport number
• Alternative trusted person details (name, address, phone number)

I will be sharing lots of personal information. How can I be assured that it will stay private?

We will keep your information private and confidential under the Privacy Act Dec 2020, and there will also be additional privacy protection after the initial paperwork has been signed by both parties.