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Preparing for your
finance strategy discussion.
Every situation is different. Start with the documents that apply to you—we will confirm the exact requirements after understanding your goals.
START HERE
Helpful documents
- 01Photo identification for each applicant
- 02Recent payslips or current income evidence
- 03Latest tax returns and notices of assessment if self-employed
- 04Current home loan, credit card and personal loan statements
- 05Savings, deposit or equity position
- 06Property details or contract of sale, if already selected
- 07A short note about your next property and financial goals
Not sure what applies?
Send us a short description of your situation first. We will guide you through the right list.
Contact Lorraine ↗