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.

What is it ?

Whether it’s your first home, next home or an investment, this module is here to help you map out what your dream property will look like. We’ll help you plan inside and out, from how many bedrooms or bathrooms you need, to the suburb you want to call home. We’ll also cover what’s important for your investment property and which locations have good rental yields to give you the best bang for your buck!

Note: This module combines with our ‘Plan your Loan’ module to help select the right property for you.

Why is it important to do?

When we go shopping for groceries, most of us write out a list. That way, we’ve gotten everything we need when we arrive at the checkout. When you go property shopping, having your list ready is even more important. Buying a property is a big purchase so (unlike your groceries) you can’t pop back to the corner store if there’s something you’ve forgotten! We make sure you’ve got a plan that covers all bases before you start searching. That way, you can be confident your property will be comfortable, suit your needs and affordable for your budget.

It starts right here

Take our quick quiz and see how far you are down the road.


Question 3 of 5

Have you begun to research the market for the right property?

Now you have a list, look at the market and see how well your ideal property matches up with your budget. This list above allows you to have a consistent approach to every property you look at.


You’re at the start of your journey

Take some time to note down what you want from a property, whether it is one to live in or use as an investment. We like to work with members here to get crystal clear on what is a ‘must have’ and a ‘nice to have’, and use that to start our research.

Finances in your Thirties

What should I do next?

Kick off your free trial today – book your 15 minute discovery call


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