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What do we cover in the first consultation meeting? 

Wether you are buying your first property, upgrading to your dream home or looking for your next investment it is really exciting and we are happy to be there with you during this time.

Here are some of the key points we will cover in our first consultation meeting: 

– Why are you looking to purchase a property (are you a first home buyer)? 

– Is this a stepping stone or your forever home?

– Will it be an investment or owner occupied property? 

– What stage of the purchasing process are you at? 

– Fixed vs variable rate loans 

– Are there any features in particular you want as part of your loan? 

– Have you set up a household budget? 

These are really just a few of the questions we will run through, however it is not just a “20 questions” type meeting. We want to have a conversation about why you are looking for finance, what is important to you, have a look out into the future and how we can help and work with you to achieve your goals. 

 We look forward to meeting you!