Invoice Banker in New Zealand Wellington –Free Word Template Download with AI
Level 12, 22 Lambton Quay, Te Aro
Wellington 6011, New Zealand
Phone: +64 4 382 7700
Email: [email protected]
IRD Number: 942-781-553
BNZ Account: 01-0345-678901234-00
Bill To
Meridian Coastal Holdings Pty Ltd
Attn: Mr. Jonathan Tui, Chief Financial Officer
45 Cuba Street, Thorndon
Wellington 6011, New Zealand
Phone: +64 4 472 3318
Email: [email protected]
IRD Number: 942-654-221
Invoice Reference
Service Period: 1 May 2025 – 31 May 2025
Banker Assigned: Ms. Aroha Ngata, Senior Banker
Engagement Ref: WGN-2025-0092
Service Location: Wellington, New Zealand
Currency: New Zealand Dollars (NZD)
| # | Description of Banker Services | Rate (NZD) | Hours | Qty | Amount (NZD) |
|---|---|---|---|---|---|
| 1 | Senior Banker consultation and strategic financial advisory for commercial lending restructuring at the Wellington Harbour office | 385.00 | 6.0 | 1 | 2,310.00 |
| 2 | Preparation and review of quarterly banking compliance reports in accordance with the Reserve Bank of New Zealand regulations, conducted by the assigned Banker | 320.00 | 8.0 | 1 | 2,560.00 |
| 3 | Facilitation of inter-bank settlement negotiations and trade finance documentation for Wellington-based import/export operations | 410.00 | 5.5 | 1 | 2,255.00 |
| 4 | On-site Banker support at the client's Thorndon premises for treasury management system migration and staff training | 295.00 | 12.0 | 1 | 3,540.00 |
| 5 | Monthly account reconciliation and anomaly detection services provided by the dedicated Banker team in New Zealand Wellington | 1,850.00 | — | 1 | 1,850.00 |
| 6 | Ad-hoc Banker availability for urgent liquidity management and overdraft facility adjustments during the May 2025 period | 450.00 | 3.0 | 1 | 1,350.00 |
| Subtotal (NZD) | 13,865.00 |
| GST @ 15% (NZD) | 2,079.75 |
| Discount – Loyal Client (NZD) | -693.25 |
| TOTAL DUE (NZD) | 15,251.50 |
Payment Instructions – New Zealand Wellington
Bank: Bank of New Zealand (BNZ)
Account Name: Wellington Harbour Banker Services Ltd
Account Number: 01-0345-678901234-00
Reference: WHBS-2025-04871
Payment Method: EFTPOS, Direct Debit, or Cheque (payable to Wellington Harbour Banker Services Ltd)
Payment Address: Level 12, 22 Lambton Quay, Te Aro, Wellington 6011, New Zealand
Due Date: 30 June 2025. Late payments will incur interest at 1.5% per month as per the Finance (Leasing) Act 1997 applicable in New Zealand.
Notes Regarding This Invoice
This Invoice has been issued by Wellington Harbour Banker Services Ltd, a registered financial services provider operating in New Zealand Wellington. The services described herein were rendered by our qualified Banker team under the terms of the Master Service Agreement dated 1 January 2025 (Reference: WGN-2025-0092).
All banking advisory services, compliance reporting, and treasury management support outlined in this Invoice were performed in full compliance with the Financial Markets Conduct Act 2013 and the guidelines set forth by the Financial Markets Authority (FMA) of New Zealand. The assigned Banker, Ms. Aroha Ngata, holds a valid FMA licence (Licence No. FMA-2019-44782) and is authorised to provide the commercial banking advisory services detailed above.
Please note that this Invoice reflects services delivered exclusively within the Wellington region of New Zealand. Any travel or accommodation costs incurred by the Banker team for on-site engagements outside the greater Wellington metropolitan area would be itemised separately and are not included in this Invoice.
The GST amount of NZD 2,079.75 has been calculated at the standard New Zealand rate of 15% in accordance with the Goods and Services Tax Act 1985. This Invoice is issued in accordance with the requirements of the Inland Revenue Department (IRD) of New Zealand.
Terms and Conditions
1. This Invoice is payable within fifteen (15) calendar days of the Invoice date unless otherwise stated. Payment is due no later than 30 June 2025.
2. All amounts are quoted in New Zealand Dollars (NZD) and are inclusive of applicable Goods and Services Tax (GST) at the prevailing rate of 15%.
3. In the event of a dispute regarding any line item on this Invoice, the client is requested to contact the assigned Banker or the accounts department of Wellington Harbour Banker Services Ltd within ten (10) business days of receipt.
4. This Invoice constitutes a binding financial document under New Zealand law. The governing jurisdiction for any disputes arising from this Invoice shall be the courts of New Zealand, with the primary venue being the District Court in Wellington.
5. The Banker services described in this Invoice are subject to the confidentiality provisions outlined in the Master Service Agreement. No part of this Invoice or the underlying service details may be disclosed to third parties without prior written consent.
6. Wellington Harbour Banker Services Ltd reserves the right to suspend ongoing Banker services if payment is not received within thirty (30) days of the due date, in accordance with the terms of the governing agreement.
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