01Describe the move you are considering
Note your preferred towns, moving timeframe and whether you have a home to sell. Include the travel needs and household commitments you expect to keep. You can start with a direction and a few questions; a chosen property is not required to book.
02Bring details of any land or property
If a particular address is in mind, bring the listing and explain its intended use. For a property with more land, note access, services and planning questions to raise with the appropriate advisers alongside the lending discussion.
03Set a clear purpose for a loan review
If you are staying in your current home, list what you want the loan to do differently. Have the current balance, repayments, fees and useful features handy. Changes ahead in your household matter as much as a comparison of rates.