Industry or Sector: Residential Home Buying
Deal Type: Purchase, First Home Buyer
Client Situation
The clients were full time PAYG employees looking to purchase their first home for $700k, but they weren’t sure:
- how much they could borrow
- what government schemes or grants applied to them
- how the loan structure and process worked for first home buyers
They needed clarity, confidence, and guidance across the entire journey.
Our Solution
We completed a full borrowing capacity assessment and provided an easy‑to‑understand breakdown of the lending process from pre‑approval to settlement.
We also educated them on the available government schemes, demonstrating how they could:
- enter the market with a lower deposit, and
- access grants that reduced their upfront costs
We then walked them through the proposed loan structure step‑by‑step to ensure they were comfortable with every stage of the purchase.
Outcome
- $665k loan secured, allowing them to purchase their first home
- Successfully accessed government schemes to reduce entry costs
- Clear guidance + structured support turned their goal of home ownership into reality
Client Reflection
“We were referred by a friend who had a great experience—and now we know why.”