Free to download

Guides worth actually reading

Two plain-English PDFs covering the questions I answer most. No fluff, no sales pitch — just the checklist I'd walk you through on a call, in a form you can keep.

For first home buyers

The First Home Buyer's Ultimate Checklist

Everything to tick off between “maybe we could buy” and the keys in your hand.

PDF · 4 pages

What to quietly fix six months before you apply
Deposit, LMI, guarantor and government schemes compared
Every cost beyond the deposit, so nothing lands as a surprise
Pre-approval, offers and auctions — what you can and can't make conditional
The settlement-week checklist and what to ask your broker

For anyone with an existing loan

The 5-Step Refinance Guide

How to find out whether your loan is still competitive — and what to do if it isn't.

PDF · 4 pages

The six numbers you need off your own statement first
How to work out the true cost of switching, break costs included
The retention call script that often beats refinancing entirely
The full document checklist, so it's done in one pass
When refinancing is the wrong answer — and staying put is the win

Both guides are general information only. They don’t take your objectives, financial situation or needs into account and are not personal credit advice or an offer of credit. Government schemes, grants and duty concessions change — confirm current eligibility before relying on them. See our Disclaimer.

Read the guide. Then let’s make it specific.

A checklist can only take you so far. Bring your actual numbers to a no-obligation chat and I’ll tell you exactly where you stand.

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