During your initial appointment we will discuss your financial position and what your primary goals are.

The three main topics to determine your position are:

• Deposit
• Income
• Household expenses/commitments

PLAN A – Identifying your best-case scenario.

Your plan can be as little as knowing that you want:

What type of purchase

• A new build
• Existing home
• Investment property
• Consolidating your financials

Auction/non-auction

• Timeframe of purchase to settlement date
• Ideal budget

We will work with you to execute your Plan A and have Plan B, C, and D for you to be able to choose your best case-scenario.
Even if you think your Plan is more of a dream than reality, let’s work together to create that reality.

Bring yourself, your best case scenario, understanding on your deposit, income and expenses and we’ll take from there.
This is a great opportunity to clear up any questions, thoughts or myths.

Download your copy here