Before you purchase this course, please read the following very important information.
Disclaimer
This course is not financial advice it is educational content.
If you would like to read my disclosure statement please visit this link.
Terms of Service
You understand and consent to the following:
Privacy Act consent
You give permission to us to collect personal information that we will retain for the duration of the course and will manage in accordance with the requirements of the privacy act 2020.
You have the right to ask for a copy of any personal information we hold about you and to ask for it to be corrected if you think it is wrong. If you like to ask for a copy of your information or have it corrected, please contact us at [Enable JavaScript to view protected content] or 03 2149292 or 12 Don Street, Invercargill.
Illion bank statement collection
As part of this course, we provide access to a secure online platform called Illion. This platform allows you to conveniently retrieve your last 3 months’ bank statements by logging into your Internet banking for any participating banks. You need to prepare this in order to prepare to qualify for a mortgage with any lender. If this is an issue you should not do this course.
This service is provided to you at no additional cost as it’s included in the course fee.
Once you have obtained your bank statements, they get automatically forwarded to us by email from Illion, that is their process not our request. To proceed with this method, kindly provide us with your email address (when you get to that part of the course as there will be a link to follow) as confirmation that you accept our delivery of these statements via email.
We will destroy these records after 30 days after you have completed the course.
Alternatively, if you prefer not to use the mentioned method, you have the option to obtain your own personal account with Illion. Please note there is a set-up fee of $99 along with some other associated costs.
For more detailed information about Illion and its services, we have provided a link to a Vimeo video where you can learn more about how it works.
Additionally, you can refer to Illion’s website for further clarification.
Please note that while Illion collaborates with a variety of banks, if yours is not included in the list, you can still do this course, however you would need to manually work out your spending over the last 3 months if you wish to use the budget/worksheet provided.
- ANZ Direct
- ANZ New Zealand
- ANZ Transactive Business Banking NZ
- Aotearoa Credit Union
- ASB
- ASB Business
- BNZ
- BNZ Business
- First Credit Union
- Fisher Credit Union
- Heartland Bnk
- Kiwi Bank
- New Zealand Firefighters Credit Union
- New Zealand Home Loans – Transactional
- NZCU – Auckland
- NZCU – Central
- NZCU Employees
- NZCU Steelsands
- Rabobank NZ
- SBS Bank
- The Co-operative Bank
- TSB Bank
- Unity Money
- Westforce Credit Union
- Westpac Business Bank New Zealand
- Westpac New Zealand
Specific consent
By purchasing this course or by clicking to accept or agree to the Terms of Service when this option is made available to you, you accept and agree on behalf of yourself to be bound and abide by these Terms of Service.
You further acknowledge you have read and understood our privacy policy, found here.