New Client Information
New Client Information
Welcome, and thank you for choosing our services. This page is designed to help new clients understand what to expect and how to prepare for working with us.
Below you’ll find a checklist of information and documents that may be required, along with downloadable forms to complete before your first appointment. If you're unsure about anything, please feel free to contact us — we're here to make the process as smooth as possible.
New Client Checklist
Depending on the service you're engaging us for, we may need the following:
General Information:
- Photo ID (e.g. passport or driver’s licence)
- Proof of address (e.g. utility bill or bank statement, dated within 3 months)
- IRD number (for certain transactions)
For Property Matters:
- Details of the property (address, agreement or listing if available)
- KiwiSaver or First Home Grant application info (if applicable)
- Details of your lender or mortgage broker
For Wills & Estate Planning:
- Names and contact details of executors and beneficiaries
- Summary of assets and liabilities
- Trust deed (if you have an existing trust)
For Business/Commercial Matters:
- Company name and number
- Shareholder/Director details
- Any existing agreements (e.g. lease, shareholder agreement)
For Relationship Property:
- Names of both parties
- Date of commencement and status of relationship
- Any existing property or assets to disclose
Downloadable Forms
Please complete and return the relevant form(s) before your first appointment:
- New Client Information Form – [Download PDF]
- Authority to Act – [Download PDF]
- AML/CFT Identity Verification Form – [Download PDF]
- Property Purchase Intake Form – [Download PDF]
- Wills Instruction Form – [Download PDF]
Forms can be completed digitally and emailed to us, or printed and brought to your appointment.