HOW TO PREPARE
WHAT TO BRING
In preparation for your appointment, read the following:
- You’re in safe hands with Accrue Real Estate
- A financial feasibility study is being prepared for you
- Conditional: Advantage Consulting agrees to cover $275 appointment cost
- Document Checklist: What to bring to appointment
- How to prepare for a Zoom online appointment (if applicable)
- Accrue Real Estate Location (Melbourne/Brisbane)
You’re in safe hands with Accrue Real Estate
Whether you’re a first-time investor or have an established portfolio, our clients often comment that:
- this appointment has vastly improved their property knowledge
- they wish they’d had this quality of information 10 or 20 years ago.
Your financial confidence and comfort is of the utmost importance to us so be reassured – you’re in safe hands.
A financial feasibility study is being prepared for you
Your financial figures have been forwarded to an independent financial consultant who is now preparing a
financial feasibility study for you to be presented at the appointment.
This is a great opportunity to:
- review your existing loan structure
- explore your financial growth options
- identify debt reduction strategies
Conditional: Advantage Consulting agrees to cover $275 appointment cost
The cost for the financial feasibility study and appointment is normally $275.
| If | Then |
|---|---|
| You attend an appointment with Accrue within 30 days of meeting with Advantage Consulting | Advantage Consulting agrees to cover the $275 cost. |
Document Checklist What to bring to appointment
Bring the following documents to your appointment (both parties).
Identification
One form of primary identification and one form of secondary identification.
Primary Identification
- Current driver’s licence
- Current passport
Secondary Identification
- Medicare card
- Credit card
PAYG Income
- 3 most recent payslips (consecutive dates)
- Group certificates (last two years)
OR
- Full tax returns including Tax Assessment Notices (last two years)
If self-employed
- Business tax returns (last two years)
- Personal tax returns including Tax Assessment Notices
- Interim profit and loss statement (as current as possible)
If Centrelink income
- Centrelink Family Assistance Payment Statements (Parenting/Family
Allowance – showing Parts A and B)
Other (if applicable)
- Home / investment loan statements (most recent consecutive 6 months)
- Credit card statements for all credit cards including interest free cards e.g.
Buyers Edge, Go (most recent consecutive 6 months) - Personal / car loan statements (most recent consecutive 6 months)
- Rates notice (most recent for all properties including existing investment
properties) - Superannuation statement
How to prepare for a Zoom online appointment (if applicable)
| Appointment Link | 10 minutes before appointment: You will receive email with Zoom appointment link. |
| Ideal Room | Quiet room with no distractions. |
| Preferred Device | Desktop/Laptop with camera and microphone. (Tablet or smaller can be used but not ideal). |
| Plug-in Device | Ensure device plugged in during appointment to avoid flat battery. |
Accrue Real Estate Location (Melbourne): Head Office. 69 York St, South Melbourne VIC 3205
Accrue Real Estate Location (Brisbane): Corporate House. Suite 5/138 Juliette St, Greenslopes QLD 4120
