Step up to your next home

As your life changes, what you need in a home does too. With some help, you can take the next step.

Home upgraders financial advice

Need more space for a home office, your expanding indoor plant collection or have a baby on the way? You’re a next home buyer – and we’re here to help you work out what’s possible, and make your next great move happen.

With your first purchase under your belt, you know about home ownership and mortgages, but that doesn’t make an upgrade less of a big deal. It’s a pretty decent financial step up, but with the right advice and approach you’ll be in the know, in control and on the hunt for that perfect new home.

Let’s talk home upgrades.

How can Finnacle help with
buying a second home?

Know what you want

What do you want out of this new home? More bedrooms and bathrooms? A garage? More entertaining space or a new neighbourhood? By knowing what you want you can work out how much it will cost you.

Do your research

Jump online and see what’s out there. Look at previous sale prices of properties that you like, in areas that you want to live in – or attend some auctions and experience the excitement of the property market firsthand.

This is where
Finnacle comes in...

Now you know what you want and where, you need to know how to get those keys in your hands. That’s where we come in. Talk to one of our financial advisors about what it means to be a next home buyer – and how to make that life-changing upgrade you’ve been waiting for.

null

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

null

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.

null

3. Budget Q&A

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

null

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.

null

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)

null

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.

null

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.

null

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.

null

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.

null

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, Grants & schemes, and answer all the big questions.

null

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.

null

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.

null

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.

null

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.

null

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’ve done it! Enjoy your new 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

Menu