01Tell us what is changing
Note your preferred area, property type and moving timeframe. If a move changes your work, commute or household spending, include that too. A home in Newtown, a move to Highton and a new-build plan can each call for a different discussion.
02Map when money may be needed
Bring a simple outline of any sale, deposit payment and settlement dates. For a land-and-build plan, bring the available land and building details. We can identify timing questions to resolve alongside your conveyancer and, where relevant, your builder.
03Include the income behind the plan
Tell us about employment changes or business commitments that may affect the move. We can discuss what evidence is needed for assessment and how your proposed repayment fits alongside household spending and the savings you want to keep.