• Loan Application Form

  • By completing this application form, it helps us get to know you better and understand your circumstances from the beginning so that we can focus our time on the things that are important to you.

    Please set aside up to 30 minutes to complete the form as you will not be able to
    save and return to the form later.

    Once submitted, we will be in touch within 2-3 business days.

    If you have any urgent queries or need help completing the application form,
    please contact Eugene     on 021 391 914 or eugene@twineadvisers.co.nz

  • Type of Application*
  • What do you need assistance with?*

  • Are there any other areas you'd like to discuss ?*

  • Personal Information - (Applicant 1)

  • NZ Residency Held?*
  • Please advise*

  • Note: We will need a colour scan/photo of your Residency or Visa showing your full name and expiry date. 

  • Marital Status*
  • Sex*
  • Do you smoke?*
  • Do you have any dependents?*
  • *
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  • Are you currently?*

  • Time there:*
  • Time there:

  • Employment Information - (Applicant 1)

  • Main Source of Income*

  • Type of Business*

  • Note: We will need a copy of the most recent 2 years of Financial Statements and Tax Return.

  • How long have you been working there?*
  • How long have you been unemployed?*
  • How long have you been doing this for?*
  • If less than 3 years - prior to that:

  • Personal Information - (Applicant 2)

    If a single application, please scroll down to the bottom of the page and select Next.
  • NZ Residency Held?*
  • Please advise*

  • Note: We will need a colour scan/photo of your Residency or Visa showing your full name and expiry date.

  • Marital Status:*
  • Sex*
  • Do you smoke?*
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  •  -
  •  -
  • Are you currently?*

  • Time there:*
  • Time there:

  • Employment Information - (Applicant 2)

  • Main Source of Income*

  • Type of Business*

  • We will need a copy of the most recent 2 years of Financial Statements and Tax Return.

  • How long have you been working there?*
  • How long have you been unemployed?*
  • How long have you been doing this for?*
  • If less than 3 years - prior to that:

  • Other Income

  • Do you currently receive Boarder or Flatmate Income?*
  • Do you receive Interest Income or Dividend Income?*
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  • Do you currently receive Benefits?*
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  • Rental Income

  • Do you own any rental investment properties?*
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  • Ownership Entity*

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  • Ownership Entity*

  • Configurable list*
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  • Ownership Entity*

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  • Ownership Entity*

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  • Ownership Entity*

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  • Ownership Entity*

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  • Ownership Entity*

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  • Ownership Entity*

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  • Ownership Entity*

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  • Ownership Entity*

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  • EXPENSES

  • Please enter your household's expenses

    These expenses are personal only and do not relate to any of your business or investment properties.

  • Child Support Payments
  • Child Care Costs
  • Income Protection Insurance
  • Life Insurance
  • Contents Insurance
  • Medical/Health Insurance
  • House Insurance
  • Body Corporate
  • Land Rates
  • Water Rates
  • Motor Vehicle Insurance
  • Motor Vehicle Running & Registration
  • Power / Gas
  • Telephone
  • Food (Groceries)
  • Clothing & Other Expenses
  • Voluntary Superannuation/Kiwisaver
  • Donations / Tithes

  • ASSETS

  • Value of your current Family Home*
  • Do you you have any Cash at Bank, Savings, Term Deposits?*
  • Available Funds at Bank*
  • Do you own any Vehicles?*
  • *

  • Note: If you have any vehicle loans, we will need the most recent 3 months loan statements showing interest payments, repayment amount and closing balance.

  • Do you own a Boat, Caravan, Motorbike?*
  • *

  • Note: If you vehicle loans, we will need the most recent 3 months loan statements showing interest payments, repayment amount and closing balance.

  • Do you have Superannuation/ Kiwisaver?*
  • *
  • Do you have Life Insurance?*
  • *
  • Do you have Contents Insurance?*

  • LIABILITIES

  • Do you currently have any mortgages?*
  • Browse Files
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  • Current Mortgages*
  • Rental Property Mortgages*
  • Do you have a Student Loan?*
  • What is the current Student Loan balance?*
  • Do you have any Hire Purchase?*
  • *
  • Do you have any Other Loans? (Car Finance, Personal Loans etc.)*
  • *
  • Do you have any Credit Cards?*
  • *
  • Do you have any Store Cards?*
  • *

  • Other Questions

  • Are you currently working with a different Mortgage Broker?*
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  • Do you have an Accountant?*
  • *
  • Do you have a Lawyer?*
  • *
  • Do you have an Insurance Adviser?*
  • *
  • Would you like us to review your Kiwisaver?*
  • Should be Empty: