Buying your first home!

At Excel Wealth, we can help make the dream of buying or building your first home a reality. We make sure you have all the tools and knowledge required to confidently start this next chapter of life.


We provide guidance from realising your borrowing capacity to understanding the loan and lender options available to you, all the way through to ensuring that you have the proper personal insurance cover for taking on this amount of debt.


What things do I need to know?

  • Are you in the right financial position? Understanding your current and potential future borrowing capacity is the first step in making sure you’re ready to buy or build your first home.
  • What are the different lenders and loan options available to you?
  • What are the additional costs you need to allow for with the purchase of your first home?


These are all questions that we can provide guidance on to ensure you have all the right tools to buy your dream home.


What’s the process?

  • Firstly, we meet with you to obtain the information we need to understand your financial needs and to address any questions you may have.
  • We calculate how much you can borrow and determine whether this aligns with your financial goals.
  • We review our panel of lending options to find the product that is most suitable for you and assist you with pre-approval if required.
  • Once you have found your property we take care of the paperwork and submit the application, including any government grants or concessions available to you.
  • We provide ongoing support and assistance so you have the comfort of knowing there is a professional available throughout the process.


Contact one of our mortgage brokers today to see how we can help you find the right loan for you.

Contact Us

Questions? Get in touch with our expert planners or dedicated support team.

7 Channon Street

Gympie, QLD 4570

1300 820 704

07 5482 0704

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