Consultation
In ConsultationSarah & Mark Brown
What would make today valuable?
Sarah & Mark told us they'd like to leave today clearer about:
What's realistically achievable on our block, the likely investment required and the next steps we should take.
Is that still right? Anything you'd like to add today?
What We’ve Learned Together
We’ve spent some time getting to know you and considering your project. Before we go further, we’d love to make sure we’ve understood everything correctly.
Your Priorities
Discussed TogetherA single-storey family home that brings everyone together, with the kitchen and main living at the heart, a separate study for Mark, and space for Mark's parents to stay.
Your Property
Needs ClarificationWe've reviewed your title and the Berwick site. A possible easement has been flagged and needs confirming before the footprint is finalised.
Your Investment
Needs ClarificationYou're working toward $550k–$600k, protecting the kitchen, overall floor area and outdoor living. Finance pre-approval is still being confirmed.
What We'd Still Like to Understand
Follow-up RequiredHow long you plan to stay during construction, and a couple of kitchen layout choices we'd like to weigh up with you today.
Have we understood you correctly? Is there anything we’ve missed?
Prototype content — example summaries only.
Today's conversation
These topics have been brought together from Homeowner Preparation, Advisor Preparation, Property & Project Assessment, questions and items flagged for Consultation. Conversations may move naturally between subjects.
Project Financials
Use the Indicative Estimate to workshop the likely project investment and explore options together.
Sarah & Mark's investment thinking
$550k – $600k
Comfort: Rough idea
Priority: Protect important areas
Current indicative estimate
$590k – $630k
Based on today's discussion
Working direction (current)
~$565k
Based on latest adjustments
Your questions
Questions Sarah & Mark submitted during Preparation, plus any new ones raised today.
Work through any concerns
Let's make sure we've covered anything that could affect your decision. It's completely normal to have things you still want to understand or feel comfortable about.
Before we prepare your Recommendation
Let's confirm you're comfortable with the direction and ready for us to prepare your Recommendation.
A. Financial readiness
Have you confirmed your financial position and that the investment we're discussing is workable for you? This records your own financial readiness — HomeBoS and the Builder don't provide financial advice or assess borrowing capacity.
B. Anything else stopping you?
Is there anything else that might stop you from moving forward if our Recommendation delivers the things we've agreed today?
C. What do you need to see?
What would you need to see from us at the Recommendation Meeting to feel confident making a decision? This forms part of the brief for preparing your Recommendation.
Recommendation Readiness
Not Ready to Prepare RecommendationProject Direction
Established
Investment Direction
Established
Financial Readiness
Awaiting confirmation
Decision Dependencies
Identified
Recommendation Brief
Established
Reason: Awaiting Sarah & Mark's finance confirmation.
Your Consultation
Wednesday 21 October 2026
2:00 pm – 3:00 pm · In Person
Andrew Stickley
Advisor
Sarah Brown
Homeowner
Mark Brown
Homeowner
Meeting Tools
Preparation Summary
Next Step
Prepare Recommendation
Recommendation preparation begins once financial readiness and any other important decision dependencies are sufficiently resolved.
This is a collaborative conversation.
We'll work through these topics together and capture what we've agreed, any actions and what happens next.