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Creating Your Will
01
Step One

Preparation is Key

Get organised before you start searching. Pre-approval, budget, and knowing what you can truly afford.

4 min read
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Before you even look at listings

The excitement of house hunting can lead many first-time buyers to start scrolling through listings before they've done the groundwork. This often leads to disappointment when you fall in love with a property you can't afford, or worse, rushing into a purchase without truly understanding your financial position.

The first step in your home buying journey isn't finding a house, it's understanding exactly what you can afford and getting your finances in order.

"The buyers who have the smoothest experience are those who come to us with pre-approval already in hand. They know their budget, they've done their homework, and they can move quickly when the right property comes along."

Getting pre-approved

Pre-approval (sometimes called conditional approval or approval in principle) is when a bank agrees, in principle, to lend you a certain amount. It's not a guarantee, but it gives you confidence about your budget and shows sellers you are a serious buyer.

What banks usually require:

  • Proof of income (payslips, employment letter, or business accounts if self-employed)
  • Details of any existing debts and regular expenses
  • Credit score - check before applying
  • Evidence of your deposit (savings plus KiwiSaver)
  • Other costs - legal fees, LIM, building report, insurance, etc.

Pro tip:

Pre-approval usually lasts 60-90 days. Time your application so it's current when you are actively looking, but not so early that it expires before you find a property.

Know your true budget

The bank might approve you for $650,000, but that doesn't mean you should spend $650,000. Banks assess what you can repay; you need to think about what you can comfortably repay while still living your life.

Costs beyond the mortgage:

Rates

Council rates vary significantly across Hawke's Bay

Insurance

House, contents, and potentially life/income protection

Maintenance

Budget 1-2% of the property value annually

Utilities

Power, water, internet, rubbish collection

When to involve a lawyer

Most first home buyers don't think about a lawyer until they've found a property. But there are good reasons to make contact earlier:

  • 1 Understanding the process: We can explain what to expect and answer questions before you are under time pressure.
  • 2 Family assistance: If family is helping with your deposit, this needs to be structured correctly. It's much easier to do this before you've found a property.
  • 3 Buying with someone else: If you are buying with a partner, friend, or family member, there are important decisions about ownership structure that should be made early.

We're happy to have a no-obligation chat before you start looking. Call us on 06 835 7394 or email 06 835 7394 .

How we help

At this stage, we explain the purchase process and help you understand what you will need from us when you find a property.

Next Step

Understanding Property Titles

Freehold, cross-lease, unit titles and leasehold explained

Ready to start your home buying journey?

Whether you are just starting to look or you have found the one, we are here to help you buy with confidence.

Or call us on 06 835 7394

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