Name of Financial Adviser      

FSP Number                            

Trading Name

Telephone Number

Email Address

This disclosure statement was prepared on:    20th March 2019


Richard Goodall


First Step Home Loans Ltd


[email protected] 


This information will help you to choose a Financial Adviser that best suits your needs. It will also provide some useful information about the Financial Adviser that you choose.

What Sort Of Adviser Am I?

I am a registered, but not authorised Financial Adviser.  I can give you advice about:

  • Home Loans
  • Business Loans
  • Personal Loans
  • Commercial Property Loans
  • Farm Loans
  • & reviews of existing lending facilities.


How Are Financial Service Advisers Regulated By The Government?

The Financial Markets Authority(FMA) regulates Financial Advisers. You can contact the FMA for information including financial tips and warnings. Plus by visiting the Financial Service Providers Register at http://www.fspr.govt.nz  you can verify who are registered financial advisers. 

Reporting information or misconduct can go directly to the Financial Markets Authority or in the event of a disagreement or complaint we have provided contact details below of whom can assist you.


What Should You Do If Something Goes Wrong?

If you have a query or complaint, please contact us or use the two options below.

As a registered Financial Service Adviser, I am a member of an approved dispute resolution scheme. The contact details for the scheme are:

Address:                Managing Director, Mortgage Link (NZ) Ltd, PO Box 305237, Triton Plaza Box Lobby, Auckland 0758

Telephone:            021 835 506

Email Address:      [email protected]

If the above contact does not resolve your issue or you wish to contact The Financial Services Complaints Ltd team instead, their details are below:

Address:               PO Box 5967, Lambton Quay, Wellington 6143

Telephone:           0800 34 257

Email address:      [email protected] 

Rest assured this service will cost you nothing.




I, Richard Goodall declare that to the best of my knowledge and belief, the information contained in this disclosure statement is true and complete and complies with the disclosure requirements in the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.