You’re now well on your way to securing your new home — an exciting milestone and a big achievement.

While your loan is now locked in, this is also the ideal time to start thinking about the bigger picture — getting everything in place to support your financial wellbeing and lifestyle beyond settlement.

Here’s how we can help you prepare for what’s next:

Financial Planning

Your new mortgage is a significant financial commitment, and it’s important to make sure it aligns with your long-term goals.
We can connect you with a licensed financial planner who can assist with:

• Budgeting for homeownership

• Investment planning

• Retirement strategies

• Superannuation advice

• Managing cash flow and future goals

Even a simple conversation can set you on the right path for years to come.

Insurance

Protecting your new home and financial security is just as important as getting the loan.
We can assist you with:

• Home and Contents Insurance

• Landlord Insurance (for investment properties)

• Income Protection & Life Insurance

• Tailored cover for your unique needs

We’re happy to connect you with trusted providers so you can compare your options and choose what’s right for you.

Utility Connections

Make moving day easier. We can help arrange connections for:

• Electricity

• Gas

• Internet & Pay TV

• Water

• Removalist services

This service is completely optional and complimentary — designed to save you time and hassle.

Want to Learn More?

If you’re interested in any of these services, let us know!
We’re here to make the next steps smoother, safer, and more financially secure — so you can focus on enjoying your new home.