Want to buy your first home?

They call it the great Australian dream. And with the right plan and some expert support – you can make it a reality.

Calling first-home buyers

Looking for your first place to call home? You’re a first home buyer – and you’re in the right place. We’re on your side with practical strategies to help you build a deposit, get your finances in order and apply for a mortgage. Because when you break it down, it doesn’t seem quite as scary. We’re all about making home ownership feel achievable – because it is.

Let’s make a plan to buy that house – and make it your first home.

Let’s talk first home buying.

Where to start as a
first-home buyer?

What is the dream?

What do you want in your first home? Is it a house or apartment? Is it in the city or the suburbs? And what are the must-haves? By knowing what you want, you can work out how much it might cost.

See what’s out there

Jump online and see what’s on offer. Look at previous sale prices in areas you like – or attend some auctions and see for yourself how hot the market really is. Be prepared to shift your criteria slightly, so you can get more bang for your buck.

This is where
Finnacle comes in...

Now you know what you want – we can help with a plan to get you there. Everyone is different, so we’ll tailor a strategy to you. We’ll look at your income, savings potential and a range of lending options – so you’ll be making an offer before you know it.

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1. Start with a quick chat

Book in a quick phone call to tell us more about who you are and to make sure we’re the right fit for you

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2. Discovery Call

Start with Zoom call so we can get to know what your goals are. Learn Few different ways to take control of your cash.

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3. Budget Q&A

Track your income and expenses simpler. We just need to know about you to help you meet your goals.

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4. Roadmap Session

This is where the rubber hits the road. On this call, we’ll discuss a plan to get you where you need to be.

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5. Become a member!

Choose your subscription package and we’ll help you put your plan into action. You can upgrade or cancel at any time.

Engage with team of
financial specialists

Get someone who can do the heavy lifting & help bring it to life
(and doesn’t break your bank whilst doing that)

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Get a financial roadmap

Every financial decision you make could take your life down a different path. So we’ll show you what different options mean, and create your financial roadmap to make sure you don’t get lost along the way.

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Tackle your tax

We’ll help you work out how much and where to invest, so you make the most from your tax entitlements while building your portfolio.

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Manage your income

Your income is one of the most valuable things in your life. Whether you’re on a professional salary, self-employed or juggling multiple gigs, we’ll help you make the most of it.

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Track your savings

Our income & expenses app MyProsperity makes it super simple to see where your money is going, and make sure you’re on track with those goals.

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Plan your property purchase

This could be the difference between having a home to call your own, or renting forever. We’ll also help you work through price point, suburb selection and any grants & schemes you’re eligible for.

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Plan your loan

Plans are what make dreams possible. Our mortgage brokers will help you work through how much you can borrow,  the deposit you need and which bank is right for your situation.

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Multiply your money

Start with just a few $100 a month in an investment fund and with the right risk and return trade-off, you could be on your way to a $50,000 share portfolio.

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Sort out super

It’s everyone’s dream come true, an investment tool that straightens out your retirement and saves you tax too. We’ll help you take advantage of it – after all, it’s called super for a good reason.

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Manage risks

Life is unpredictable, so you need a safety net in the form of savings and insurance. Think of it as your Plan B. Then rest easy.

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Get your loans sorted

Yes, we can even help with your loan application – whether it’s your first home or an investment property. Our mortgage brokers will work to find solutions that with your financial plan.

You're done! You can now move into your first home...

We’re helping people like you

See why we’ve been awarded Independent Financial Advisors’ Innovator of the Year.

This testimonial was given by our customers.  They are individual experiences of our customer that has used our service. However, they are individual results and results and outcomes may vary.  We do not claim they are typical results that consumers will generally achieve.  (Broker name/ business) cannot and does not guarantee results. Your full financial situation would need to be reviewed prior to acceptance of any offer or product.

Meet the team

Ready to take control of your money?

Kick off your no-obligation trial today – book your 15 minute discovery call

FAQs

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