Forecast Finance Limited
General Disclosure Statement

Forecast Finance Limited
FSP Number: FSP1009677
Address: 2/57 Wiltshire Place, Somerville, Auckland 2014
Phone: 022 573 3515
Email: frank@forecastfinance.co.nz
Website: forecastfinance.co.nz

About Us

Forecast Finance Limited is licensed by the Financial Markets Authority (FMA) to provide financial advice services. Our advisers are individually registered on the Financial Service Providers Register.

Services We Provide

We provide advice and assistance on a range of home loan products, including:
- First home purchases
- Refinancing and debt consolidation
- Investment property lending
- Construction and renovation lending

We source mortgages from a panel of approved banks and non-bank lenders. Once we recommend a loan that fits your needs, we help you through the approval and settlement process.

Panel of Lenders

We currently work with the following lenders:
ANZ, ASB, BNZ, Westpac, Kiwibank, SBS Bank, TSB Bank, The Co-operative Bank, Avanti Finance, ASAP Finance, Basecorp Finance, Liberty Finance, First Mortgage Trust.

How We Are Paid

Forecast Finance does not normally charge clients an additional direct fee for advice. Instead, we are paid commission by lenders when your loan settles. This may include upfront commission, trail commission, or a refix fee.

The table below sets out the commission structures that currently apply:

Managing Conflicts of Interest

Although we receive varying levels of commission from different providers, our advice process is designed to place your interests first. We manage potential conflicts by:
- Recommending products based on suitability, not commission.
- Recording and disclosing all commissions, fees, and referral payments.
- Following our internal compliance and monitoring procedures.

Privacy and Information Security

We collect and hold personal information in line with the Privacy Act 2020. Your information is used only for the purpose of providing financial advice and arranging lending. We take confidentiality seriously and will not disclose your information without consent, except as required by law. For our full privacy statement, please refer to our website at www.forecastfinance.co.nz

Complaints Process

If you are unhappy with our service, please contact our Complaints Officer, Frank Zwitser, as soon as possible.

Phone: 022 573 3515
Email: frank@forecastfinance.co.nz

We will acknowledge your complaint within 2 working days and aim to investigate and provide a resolution within 2 weeks.

If we cannot resolve the issue, you can refer your complaint free of charge to our external disputes resolution scheme:

Financial Services Complaints Limited (FSCL)
Phone: 0800 347 257 or +64 4 472 3725
Email: complaints@fscl.org.nz
Physical Address: Level 4, 101 Lambton Quay, Wellington 6011
Postal Address: PO Box 5967, Wellington 6140

FSCL is independent and will help resolve complaints at no cost to you after we have gone through our internal complaints process

We hope you find this informative and useful, please don’t hesitate to reach out with any questions.