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Personal Financial Review

About Personal Financial Review

A personal financial review usually takes about an hour and is a chance for us to get to know you - and for you to get to know us, before you make any decisions about your future.

Take advantage of a personal financial review to get the most out of your 2019.

  • Personal financial review
    A personal financial review provides you and your relationship manager with the opportunity to take a completely fresh look at your financial situation.
  • Financial goals and plans
    Financial goals and individual needs change over time which is why it is important that they are reviewed regularly. It usually takes about an hour and is a chance for us to get to know you - and for you to get to know us, before you make any decisions about your future.
  • Confidential discussion
    During your financial review you'll have a confidential discussion about a range of topics, including: where you live and any plans you have to move in the future, your family circumstances and financial commitments, the savings, investments and protection policies you already have, and, what you plan to do when you retire.

Call your Relationship Manager today to book for a review.

What to bring to the review meeting

The more details about your finances that you bring to your review meeting, the more we can help you. We suggest you try to be aware of, or bring some or all of the following with you:

  • Mortgage statements
  • Credit card statements - including the rates you're currently paying
  • Details of existing loan or finance agreements
  • Savings balances - including interest rates

Book your review

Call us 24/7 on 0800 02 80 88 (within New Zealand) or +64 9 368 8557 (from overseas; international toll charges apply).

Speak to your Relationship Manager to request a Premier Review

Or

you may complete the below Contact Us form and we will get back to you within two business days.

Legal information

Issued by the Hongkong and Shanghai Banking Corporation Limited, incorporated in the Hong Kong Special Administrative Region (SAR) with limited liability, acting through its New Zealand branch ("HSBC").

Terms and conditions, and HSBC Premier qualification criteria apply

1Calls may be monitored and/or recorded.

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