This depends on whether you’re working with us for an investment or an owner-occupier purchase.
If you’re an investor, we need to understand your goals, current portfolio, timelines, pre-approval, borrowing power and cash position.
If you’re an owner-occupier, we need to know your budget (your ceiling), pre-approval, borrowing power, cash position, preferences, timelines, situation, and the details and expectations of your brief.
For our agreements, we need a few personal details. The agreement will have our bank details to transfer the retainer.
New legislation requires all clients to complete an AML check online — a security process that verifies their finances.
A quick call to help us understand what has been holding you back from making the purchase, and to break down whether we can truly help.