Trusted professionals in legal, conveyancing, and financial planning services, recommended by Mates Rates Mortgage Brokers
Buying or selling a property involves more than just finding the right home loan. You also need a qualified conveyancer or solicitor to handle the legal transfer of ownership, and in many cases a financial planner to structure your investment and manage the tax implications. At Mates Rates Mortgage Brokers, we connect our clients with trusted professionals across all three disciplines to ensure every stage of the property journey is covered.
The property purchase process involves several professionals working in parallel. Here is a guide to who handles what at each stage of your property journey:
| Stage | Who you need | What they do |
|---|---|---|
| Planning | Financial planner | Reviews your financial position, structures your borrowing strategy, manages tax implications, and helps you plan for long-term wealth creation. |
| Searching | Mortgage broker | Compares home loans from 45+ lenders, secures pre-approval, and identifies the most cost-effective loan including the Mates Rates cash-back credit. |
| Offer accepted | Conveyancer or solicitor | Reviews the contract of sale, conducts property searches, identifies any encumbrances or issues, and advises you before you sign. |
| Pre-settlement | Conveyancer or solicitor | Prepares transfer documents, calculates adjustments, liaises with the vendor’s representative, and coordinates settlement with your lender. |
| Settlement | Conveyancer or solicitor | Manages the exchange of funds and title transfer. Confirms settlement is complete and registers your ownership with the land titles office. |
| Post-purchase | Financial planner | Reviews the impact of the purchase on your broader financial plan, advises on investment structure, tax, and future wealth-building strategy. |
A conveyancer is a licensed professional who specialises in the legal transfer of property ownership. Their role is distinct from a solicitor in that they focus exclusively on property transactions rather than broader legal matters. A conveyancer will:
Mates Rates Mortgage Brokers has established relationships with a select group of trusted legal, conveyancing, and financial planning professionals. These partners share our commitment to client outcomes and have been chosen for their expertise, reliability, and the quality of service they deliver to our clients.
Benchmark Legal Group
Benchmark Lawyers provides trusted legal expertise with a personalised approach, supporting clients through every step of their legal journey. Known for delivering clear, practical advice across property, commercial, and personal matters, Benchmark Lawyers is committed to achieving successful outcomes and building lasting client relationships.
Auctus Strategies
Auctus Strategies delivers advice and strategic solutions to transition newfound and established wealth for bespoke private and business clientele. Services range across tax, business and corporate advisory, forensic analysis, litigation support, lending, and estate planning.
Contact Mates Rates Mortgage Brokers and we will connect you with the right professional from our trusted partner network. Call 1300 558 161 or enquire online.
