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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.

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.

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Question 5 of 5

Have you shortlisted the areas and properties you want to make an offer on?

It is best to have a few irons in the fire, in case you miss out on one or two of the properties you are looking at. Don’t put all your eggs in one basket if you can help it.

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You’re well on your way!

Now you are getting to the fun part. Once you know what you want and need, you can filter though what is available. Property markets are constantly changing, so this can be a great time to get some help with pouncing on your dream place when it comes up.

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What should I do next?

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

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Let’s try other subjects

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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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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.