"to add value to our clients by arranging, reviewing and
managing both residential and business finance
without any focus on our remuneration"

0800 FSP BIZ (0800 377 249)

Useful Forms


Other useful forms are being worked on and will be posted as they are completed.  The Inland Revenue website provide a number of further forms including an alternative Cashflow worksheet and a Wagebook template plus a variety of information sheets for business owners, go to IRD Tool for business.  If there are any forms that you would like to see published here please contact David Weusten.

Download this file (Revolving Credit Template.xls)Revolving Credit Template[Way to manage and partition your money when you have just one bank account. Particularly useful if you have a loan on revolving credit.]32 kB
Download this file (1 FSP Online Application Form Nov 18.pdf)Mortgage Application Form[Use this form to apply for residential lending. Please open using Adobe Acrobat if possible.]3115 kB
Download this file (1 FSPNZ Business Finance Application Nov 2018.pdf)Business Finance Application[Use this form to apply for a business loan]969 kB
Download this file (1FSPNZ Terms of Engagement June 17.pdf)Terms of Engagement [A little about us, what we do and how we get paid.]223 kB
Download this file (1 FSPNZ Disclosure document Nov 2015.pdf)Disclosure Document[An outline of the regulations we must abide by and what to do if you have a complaint.]90 kB
Download this file (CFF template.xls)Cash Flow Forecast Template[A spreadsheet template which allows you to project and track your cashflow.]61 kB
Download this file (Business_Plan.doc)Business Plan Template[Use this template to help you write a clear and concise business plan.]24 kB
Download this file (Budget-sheet-APR06.xls)Budget Template[To record expected household/personal income and expenditure and predict a surplus or deficit.]116 kB

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