Section 1: About You
Full Name
*
First Name
Last Name
Contact Number
*
Please enter a valid phone number.
Email Address
*
example@example.com
Date of Birth
*
-
Day
-
Month
Year
Date
Citizenship
*
Please Select
NZ Citizen
NZ Permanent Resident
Australian Citizen
Other
Are you buying with someone else?
*
Yes
No
Full Name
First Name
Last Name
Contact Number
Please enter a valid phone number.
Email Address
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
Citizenship
Please Select
NZ Citizen
NZ Permanent Resident
Australian Citizen
Other
Back
Next
Section 2: Your Home-Buying Goal
What best describes you?
*
Please Select
First-home buyer
Second or subsequent buyer
Refinancing
Upsizing or downsizing
Intended property use
*
Please Select
Owner-occupied
Investment
Have you already found a property?
*
Please Select
Just exploring
Actively house hunting
Offer made or under contract
Target purchase price or budget
*
Estimate is fine (NZD)
Preferred purchase timeframe
*
Please Select
0–3 months
3–6 months
6–12 months
Just planning ahead
Back
Next
Section 3: Income & Employment
Employment status
*
Please Select
Full-time
Part-time
Contractor
Self-employed
Occupation
*
Time in current role
*
Annual gross income (before tax)
*
Other Income (optional)
Overtime
Bonuses
Commission
Rental income
Government support
Other
Applicant 2
(If Applicable)
Employment status
Please Select
Full-time
Part-time
Contractor
Self-employed
Occupation
Time in current role
Annual gross income (before tax)
Other Income (optional)
Overtime
Bonuses
Commission
Rental income
Government support
Other
Back
Next
Section 4: Deposit & Savings
Savings currently available
*
KiwiSaver balance (if using)
*
Gifted funds (if any)
Sale of asset / other funds
Total estimated deposit
Have you already used KiwiSaver before?
*
Yes
No
Back
Next
Section 5: Liabilities & Expenses
Current debts (tick all that apply):
*
Personal loan
Car loan
Credit cards
Student loan
Buy now pay later
Other
Estimated total monthly repayments
*
Total credit card limits (combined)
*
Number of dependants under 18
*
Back
Next
Section 6: Credit & History (Quick Check)
Have you ever missed loan or credit payments?
*
Yes
No
If YES, provide brief explanation:
Have you ever been bankrupt or in a formal debt arrangement?
*
Yes
No
If YES, provide brief explanation:
Back
Next
Section 7: Anything Else We Should Know?
Please share anything relevant: (e.g. visa expiry, job change, maternity leave, family help, questions)
Back
Next
Section 8: How Did You Find Us?
*
Google search
Social media
Referral from friend or family
Real estate agent
Other
Optional: “If referred, who can we thank?” (Name)
Back
Next
Consent & Disclaimer (Required checkbox)
I confirm the information provided is true and correct to the best of my knowledge and I consent to Billig Financial Adviser reviewing this information for pre-qualification purposes. Disclaimer: This form is for assessment only and does not constitute a loan application or credit approval. Final lending decisions are subject to lender criteria and full documentation.
I agree
*
Yes
Submit
Should be Empty: