Step 1Complete Your Money Map
Your Money Map is broken down into easy to follow sections which provides you insights into your financial situation.
Step 2Understand Your Finances
Once your Money Map is complete, you will have a clear picture of your financial position, putting you in the driver's seat of your finances.
Step 3Update your Information
We know that finances are fluid. New job? New child? You can easily go in and update your information as and when it changes.
Step 4Download Information as a PDF
Once your information is complete, you can download a personalised Statement of Position in the form of a PDF.
Step 5Download Bank Specific PDFs
In our next update, you'll be able to convert your Money Map information into bank specific Statement of Positions, so you can select 1 or multiple lenders you want to send your information to.
Step 6Review Your PDFs
Review and sign your Statement of Position. There may be some specific requirements that are unique to each bank, so it's important to review your downloads carefully before sending them off with your supporting information.
Step 1Complete Your Money Map
Your Money Map is broken down into easy to follow sections which provides you insights into your financial situation.
Step 2Understand Your Finances
Once your Money Map is complete, you will have a clear picture of your financial position, putting you in the driver's seat of your finances.
Step 3Update your Information
We know that finances are fluid. New job? New child? You can easily go in and update your information as and when it changes.
Step 4Download Information as a PDF
Once your information is complete, you can download a personalised Statement of Position in the form of a PDF.
Step 5Download Bank Specific PDFs
In our next update, you'll be able to convert your Money Map information into bank specific Statement of Positions, so you can select 1 or multiple lenders you want to send your information to.
Step 6Review Your PDFs
Review and sign your Statement of Position. There may be some specific requirements that are unique to each bank, so it's important to review your downloads carefully before sending them off with your supporting information.