Our first meeting is designed to give you clarity, direction and a proper plan. A little preparation helps us make the most of our time together.
Please set aside at least 30 minutes so we can properly understand your goals, your situation and what you would like to achieve.
If there is more than one applicant, please make sure all parties are available and at home to participate in the meeting.
Please have current identification with you, such as a driver licence or passport, in case we need to complete ID verification.
Please have your 2 most recent payslips ready. If you are self-employed, we can talk through what documents may be needed next.
Please have your latest home loan statement handy, plus any details about your current loan, rate, repayments and lender.
Please have a recent bank statement showing your deposit or savings, and any details about the property or budget you are working toward.
It is always helpful to write down your questions before we meet, so nothing important gets forgotten during the conversation.
Have paper and pen nearby so you can jot down key points, action items and anything you want to ask later.
Before the meeting, think about what matters most to you: lower repayments, buying sooner, cash flow, flexibility, equity access or certainty.
We will talk through your current position, your income, deposit or equity, your goals, possible lender options, borrowing capacity and what the process may look like from here.
By the end of the meeting, you will know where you stand, what the next steps are and what we need to do to move forward with a clear plan.
Whether you are purchasing, refinancing, investing or simply wanting to understand your options, we will create a clear plan tailored to your goals.
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