← Help Centre

Milestones

Last updated: 7 July 2026

Buying a home is a long series of unfamiliar steps. The Milestones page lays out the whole journey step by step, created automatically when you set up your roadmap, so you always know what’s next.

The steps

  • Set savings goal & open dedicated account
  • Check eligibility for FHBG / FHSS
  • Research target suburb & property type
  • Get mortgage pre-approval from lender
  • Engage a conveyancer / solicitor
  • Attend open homes & make offers
  • Get building & pest inspection
  • Exchange contracts & pay deposit
  • Apply for grants & stamp duty concessions
  • Settlement day!

The steps are a general home-buying sequence for Australia. Your exact order can vary - for example, some buyers engage a conveyancer before making offers, others after.

Tracking your progress

Each milestone has a status: Not Started, In Progress, or Completed. On every plan, free included, you can update the status as you go and attach your own notes to each step - lender names, quotes, inspection dates, anything you’d otherwise lose in a message thread (see Free vs paid).

Partner suggestions

A few steps show a suggestion for finding professional help - a mortgage broker at pre-approval, a conveyancer at the legal step, and an inspector at building & pest. These are optional pointers, not requirements, and never financial advice.

Shared with your partner

If you share your roadmap, you and your partner see and update the same milestones - one list, no duplicated effort. See Partner sharing.