Consultation Booking Terms
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These terms apply to consultations booked with Lantern Financial through our online booking system.
The consultation is free.
There is no charge and no obligation to proceed with anything discussed.
A consultation is not financial advice.
The initial conversation helps us understand your situation and explain how we can help. Regulated financial advice is provided only once we have completed our advice process with you, including the disclosures required by law. Our disclosure statement is available at lanternfinancial.co.nz/disclosure.
Rescheduling and cancellation.
You can reschedule or cancel using the links in your confirmation email. If you can't make a time, we'd appreciate as much notice as you can give so the slot can go to someone else.
Your information.
The details you provide when booking (name, contact details, language preference) are handled in accordance with our Privacy Policy at lanternfinancial.co.nz/privacy.
Accuracy.
Any general information shared in a consultation is given in good faith based on what you tell us and on lending settings at the time, which change frequently. It should not be relied on as a recommendation until confirmed through our formal advice process.
Capital Connect Limited (FSP1012401), trading as Lantern Financial, is a licensed Financial Advice Provider under the Financial Markets Conduct Act 2013.
Last updated: 6 July 2026.