Coordinating a move to the next home
Illustrative example — not a real client result
Understanding the finance steps around buying and selling.
The challenge
A household wants to move but is unsure how the sale of their current home and purchase of the next property could fit together.
The approach
- Review existing debt, available savings and estimated transaction costs.
- Discuss sale and purchase timing and potential funding gaps.
- Explore options subject to lender assessment and obtain legal advice on contracts.
Example outcome
In this example, the household can identify the timing and funding questions to discuss before entering contracts.
Settlement timing and loan approval should not be assumed.