Be prepared for what comes next.
Explore practical checklists designed to help you prepare for important stages of your finance journey.
A little preparation can go a long way.
Preparing information before you begin exploring finance can help make the process clearer and more efficient.
Use these checklists as a starting point to understand some of the information and documents you may want to have ready.
Explore our checklists
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Things you may want to prepare:
- Proof of identification
- Recent income information
- Employment details
- Details of existing debts
- Regular living expenses
- Information about savings
Consider the following:
- Understand your potential budget
- Review your available deposit
- Consider additional purchase costs
- Explore loan options
- Review your regular expenses
- Understand the property buying process
Before making an offer:
- Understand your available budget
- Research the location
- Review the property's condition
- Consider building and inspection reports
- Understand contract requirements
- Consider your ongoing ownership costs
Information that may be useful:
- Business financial information
- Details of the finance purpose
- Cash flow information
- Existing business liabilities
- Business ownership details
- Information about assets or security
Before exploring your options:
- Identify the asset you need
- Understand the expected purchase cost
- Consider your preferred repayment structure
- Review your business or personal finances
- Prepare supplier or asset details if available
- Consider how the asset supports your goals
Not sure what you need to prepare?
Every finance situation is different. Talk to CapitalEdge Finance Group about your circumstances and we can help you understand the next steps.