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Caldwell Mortgage Advice Limited (CMA) is a Waikato based team of award winning Mortgage Advisers offering you expert advice and options since 2003.

Finance Disclosure Guide

Publicly available information / Licensing information

The information provided in these Disclosure Guides is important. It is intended to help you make an informed decision to find a financial advice provider that meets your needs.

Tips to downloading your bank statements

We require you to supply 3 months of bank statements as part of our application process when applying for a home loan, if you’re not sure how to do this here is a guide to most of the main banks:

ASB Bank

  1. Go to ASB’s website and log into your FastNet internet banking. 
  2. Click Menu, select Documents near the bottom of the page.
  3. In the Document Centre, filter statements by choosing a time period, document type and/or filtering by account.
  4. Select the statement you want to view. 
  5. Your PDF file will open in a Preview page. Click Download to save the bank.
 

ANZ

  1. Go to ANZ’s website and log into your internet banking. 
  2. Click on the Documents tab.
  3. Filter statements using the dropdown menus and click Search.
  4. Tick the tickbox next to the statement you want to download, and then click Download. ANZ will require your statements to be separated by account, so save statements for one account at a time.
  5. Your PDF file will open in a Preview page. Click Save As/Download to save the bank statement.
 

 BNZ

  1. Go to BNZ’s website and log into your internet banking. 
  2. Click Menu and select Documents.
  3. Click Statements, and then select an account.
  4. Select the statement you want to view.
  5. Your PDF file will open in a Preview page. Click Save As/Download to save the bank statement. Tip: If you’re an Apple Mac user without Adobe Reader, right-click on the statement and select Open with Preview. You can then download the file as a PDF.
 

Westpac

  1. Go to Westpac’s website and log into your internet banking. 
  2. Choose the account you want to view statements for.
  3. Click Download Statements on the right-hand side of the screen.
  4. Choose your date range and click View Statements.
  5. Select the statement you want to view. 
  6. If the PDF file does not automatically download into your Downloads folder, a Preview page will open. Click Download to save the bank statement.
 

KiwiBank

  1. Head to KiwiBank’s website and log into your internet banking. 
  2. Click on the Statement Vault on the right-hand side of the screen.
  3. Click the Download button next to each statement you want to view.
  4. On the preview page, click Download to save the bank statements to your files.
  5. If the PDF file does not automatically download into your Downloads folder, a Preview page will open. Click Download to save the bank statement.

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