Get your COMPLIMENTARY Financial Health Check

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    • Home
    • Services
      • - First Home Buyers
      • - New Home Loans
      • - Property Investment
      • - Refinance/Restructure
      • - Financial Health Check
      • - Bridging Loans
      • - Design and Renovations
      • - Personalised Support
    • Education
      • - Knowledge Nook
    • Resources
      • - Helpful Information
      • - Budget Templates
      • - Newsletters
    • Calculators
      • - Repayment Calculator
      • - Offset Calculator
      • - Extra Loan Repayments
      • - Amortization Calculator
  • Home
  • Services
    • - First Home Buyers
    • - New Home Loans
    • - Property Investment
    • - Refinance/Restructure
    • - Financial Health Check
    • - Bridging Loans
    • - Design and Renovations
    • - Personalised Support
  • Education
    • - Knowledge Nook
  • Resources
    • - Helpful Information
    • - Budget Templates
    • - Newsletters
  • Calculators
    • - Repayment Calculator
    • - Offset Calculator
    • - Extra Loan Repayments
    • - Amortization Calculator
Looking into the sunset with your home

financial health check

Before you dive into the property market, it’s important to understand where you stand financially. That’s where our Complimentary Financial Health Check comes in—it’s the perfect starting point to help you assess your financial situation and prepare for your next big step, whether that’s buying a home, investing, or refinancing. 


What Is it?

The Financial Health Check is a simple, no-obligation review of your current financial status. I’ll take a look at your income, expenses, debts, and financial goals, and generate a comprehensive report that includes your credit score. All I need from you is a photo ID and 2 recent payslips—or, if you’re self-employed, 2 years of tax returns—and that's it!


What You Get:

  • A personalised summary of your financial health
  • Your credit report and score
  • An accurate assessment of your borrowing capacity
  • Tailored recommendations for the best loan options
  • A clear action plan to help you reach your property goals


Benefits of a Financial Health Check:

  • Full Financial Picture: Know exactly where you stand with a detailed review, including your credit report.
  • Ready to Act: Gain clarity on your borrowing power so you can confidently take the next step in your property journey.
  • Minimal Effort: All I need is your photo ID, 2 payslips (or 2 tax returns if you’re self-employed), and I’ll take care of the rest!
  • It’s Complimentary!: There’s no cost or obligation—just expert advice and insights tailored to your needs.


Take advantage of this complimentary service and start your property journey with all the information you need!

Lets work together to create a roadmap to secure your financial well-being and pave the way for futu

Ready to understand your financial position and take the next step toward your property goals? To request your COMPLIMENTARY Financial Health Check click on the below!

Get my Complimentary financial health check

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