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.

What is it?

When you set a fitness goal, the first day in the gym is exciting. You’ve got your target, heaps of motivation and just one nagging question – what do I need to reach my goal? It’s a simple question, but one you want to get right before you start. So you ask a trainer, an expert in the industry, this same question:

What do I need to reach my goal?

When you find your ideal home down the track, chances are you’ll need a loan. But before you apply, you need to be in tip-top financial shape to secure the loan you’re after. So, this module is all about working out (but don’t stress – there’s no exercise involved). After looking at your situation, our mortgage broking team will start working out what you need to reach your goal. To get you ready when the time comes to lock-in your application. We’ll work out the size of your loan, the deposit you’ll need and even government grants to assist you! We’ll even work out your long-term plans, so future lending can stay hassle free.

A home loan can be the biggest financial commitment you make – that’s why our biggest commitment is supporting you all the way.

Why is it
important to do?

When you’re travelling and you need to catch a flight, it always feels like the pressure is on. After all, a sudden traffic jam or a lost passport can be the difference between making or missing your plane! The same is true when planning your loan. A last-minute rush means there’s rarely time to fix mistakes – and it might cost you a chance to secure your loan! That’s why this module exists, covering all bases as you prepare to apply for a life-changing loan. With us, your bags will be packed by the door and the taxi will be waiting as we check off each milestone and get closer to having your application ready. That way, you can be confident you’ll secure the loan you’re after and catch your financial flight right on time. Bon voyage!

It starts right here

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


Question 4 of 5

Have you reached out to a mortgage broker?

A broker’s main role is to look at the loan you are after and find a lender who is right for your situation.


You’re well
on your way!

Now you have a good idea of your property and loan requirements, it’s a great time to get some industry advice in your corner. Our mortgage broking team work directly with our advisors to make sure your financial roadmap and your loan can line up perfectly.


What should I do next?

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


Let’s try other subjects


Get a financial roadmap

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