Advisor Preparation
Sarah & Mark Brown
Sarah & Mark's Preparation is ready for your review
Marked ready Sunday 25 October 2026, 7:42pm
Homeowner Preparation
8 areas
01 — About You & Your Household
Understand who they are, their household, lifestyle and stage of life.
Overview
Sarah and Mark are a couple in their early 40s with two school-aged children (12 and 9). They've lived in Berwick for 11 years and love the area. They're planning to knock down their existing home and rebuild a new one on the same block to suit their family's next stage.
Contributors
Key points
- Two children: Ella (12) and Oscar (9)
- Both work — Sarah part-time, Mark full-time
- Mark's parents live nearby and visit often
- They entertain extended family regularly
Their goals
- A home that works for the family for the next 15+ years
- Separate spaces for the kids as they grow
- A kitchen and living area that brings everyone together
- A layout that handles Mark's parents staying over
Important considerations
- !Mark's work roster means he can't always attend meetings — confirm timing early
- !Sarah is the primary decision-maker on design; Mark leans in on budget
Items to discuss at Consultation
- Knockdown vs renovate — confirm they're set on rebuild
- How long they plan to stay during construction
Consultation Focus
5 itemsMy Preparation
Not startedReady means you've reviewed what you reasonably can and understand what needs to be discussed or followed up — not that every issue is resolved.
Recent Activity
- MB
Mark added new information
Today, 10:14 am
- SB
Sarah updated Preparation
Yesterday, 4:27 pm
Consultation booked
Wed 28 Oct 2026, 2:00 pm
Discovery completed
14 Oct 2026, 10:02 am