Key policies as your mortgage advisor
Disclosure document
What you need to know about our advice
This document outlines the nature and scope of the financial advice we provide, who we work with, and how we ensure you receive recommendations tailored to your goals. It details the lenders we work with, the types of loans we can help you secure, and how we manage potential conflicts of interest. We also explain any fees or commissions that might apply and provide transparency about our services. Download this guide to make an informed decision about working with us.
Privacy policy
Your privacy matters to us
Our Privacy Policy explains how we collect, use, and protect your personal information in accordance with New Zealand law. It ensures your data is handled securely and confidentially, detailing our commitment to safeguarding your privacy when using our services. Read this policy to understand your rights and how we manage your information.
Publicly Available Disclosure
Transparency in our financial services
This document outlines important information about our financial advice, including the lenders we work with, the types of loans we can help you secure, and how we manage conflicts of interest. It also details our commission structure, any potential fees, and your rights when working with us.
Commonly asked questions about mortgage advisors
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A mortgage advisor disclosure statement explains the advice provided, the lenders they work with, and any fees or commissions they may receive. It is designed to give clients a clear understanding of their operations and ensures full transparency.
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Mortgage advisor prioritize their clients' goals, but it is important to be aware of potential conflicts of interest, such as commissions from lenders. Their disclosure document explains how these situations are managed to ensure their advice is always in the client's best interest.
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Yes, privacy is a top priority. Mortgage advisors handle personal information securely and use it only to provide tailored financial advice. Their privacy policy outlines how data is protected and how they comply with New Zealand privacy laws.
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To provide the best advice, mortgage advisor require a clear picture of a client's financial situation, including income, expenses, and any existing debts. This information enables them to recommend suitable loan options and ensure clients secure the best deal.