Funding and identity path
Organise source of funds, payment route, financing documents and questions requiring qualified advice early.
For Mainland buyers, overseas Chinese and incoming talent. The free estimate helps you organise your budget, down payment and common cost categories; licensed agents and relevant professionals verify complex matters under current rules.
Start a free estimateOrganise source of funds, payment route, financing documents and questions requiring qualified advice early.
Frame the right questions for owner occupation, rental income, succession or corporate ownership.
Bring residence status, proof of income, timing and family needs into one preparation checklist.
The written assessment organises your identity, budget, purchase purpose and open questions. If you subsequently appoint us for a completed transaction, the report fee may be credited against agreed service fees.
Purchase-cost categories, ownership questions to discuss, financing preparation documents, a transaction timeline and items to verify with lawyers, banks or tax advisers.
LTV, underwriting, income recognition and documents differ by bank, buyer status and individual circumstances. Seek pre-approval before committing to a purchase.
Taxes can depend on the transaction background, property use, buyer status and current rules. Obtain current professional verification before signing.
Search, verification, negotiation, documents, financing and legal completion differ between new and resale properties.
Personal, corporate and other ownership structures can differ in tax, transfer and succession implications; assess them against your objectives.
Capture enquiries, organise new-build and resale requirements, follow up leads, and keep client-facing information current across the team.
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