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Your 2017 Questionnaires

Please find links to our 2017 Questionnaires below (for those with a financial year ending 31 March 2017)…

Business Questionnaire

Investments Only Questionnaire

Rental Questionnaire

Farm Questionnaire

Financial statements will not be started until we receive your completed and signed questionnaire, together with supporting documentation.

Bank and Loan Statements are REQUIRED supporting documentation.  Statements can be accessed from the ‘Documents’ tab within internet banking.  Please be aware, if we need the Bank to provide us with your statements, the Bank will charge you $4.00 per statement.

If your Financial Statements are required urgently, please contact our office by email, stating the reason(s) why, and the date they are required.

We appreciate your continued support!


Level 2, 45 Camp St
PO Box 1010,
Queenstown 9300
New Zealand
+64 (0)3 441 3901

Level 1, 65 Centennial Ave
PO Box 199,
Alexandra 9320
New Zealand
+64 (0)3 448 6088