Your Borrowing Clarity Session is confirmed

We'll be prepared before we speak. Here's how to make sure you are too.

What happens next...

01

Check your email inbox

Check your inbox You’ll receive a confirmation email with your session details and a reschedule link if you need to move the time. No need to call or email us.

02

Download your free guide

Download your free guide If you haven’t already, download Your Next Property Move: A Finance Clarity Guide for Existing Homeowners. It covers the five questions we’ll likely touch on in your session — working through it beforehand means we can move faster on what actually matters to you.

Download the Free Guide

03

Quick 15 minute check

Run through the short checklist below. You don’t need to have everything perfectly organised but the more you arrive knowing, the more useful the session will be.

04

Show up ready

Edwena will call you from 0413 800 886. Come with your situation in mind: what you’re trying to work out, what’s unclear, and what you’d like to leave the session knowing.

The more specific you are, the more useful the 30 minutes will be.

15-MINUTE PRE-SESSION CHECKLIST

To get the most from our call, set aside 15 mins before we speak and work through as many of these as you can. You don't need perfect answers.

01

Know your current position

What is your approximate combined household income? Do you know your current loan balance and rough property value? Have you had a sense of your LVR recently?

02

Know what you're trying to achieve

Are you primarily thinking about refinancing, releasing equity, or buying an investment property or a combination? What’s your rough timeline for making a move?

03

Gather basic documents (if you can)

If you have time, start a folder on your computer with:

Last 3 months of bank statements.
Most recent payslips, or last two tax returns (if self employed).
Your existing home or investment loan statements.

Don’t stress if you can not find everything before the call.

We can work with what you have.

This checklist exists to move us from vague ideas to clear options faster. That’s all.

Who you'll speak with

Your sesion is with Edwena Dixon, Director and Senior Mortgage Broker at Pinpoint Finance.

12 years + industry experience

14 + industry awards & recognitions

60+ lenders working alongside

Specialist in property finance strategy for existing homeowners moving into refinance, equity access, and investment

You are not speaking to a call centre or a bank branch. You are speaking to the person who will listen, run the numbers, and give you a clear picture of where you stand.

Read more about how Pinpoint Finance works.

KNOW SOMEONE IN A SIMILAR POSITION?

Many of our clients find us through people they trust.

If you know someone who owns property and is thinking seriously about their next move, feel free to share this link or forward them our free guide.