Free guide · 7-stage checklist

The First Home Buyer Smart Start Checklist

A structured, seven-stage guide to buying with clarity and confidence, from financial readiness through to what happens after settlement.

Prepared by Chris Thompson, financial adviser at Guardian Smith
NEXTMOVE PROPERTY INTELLIGENCE
First Home Buyer
Smart Start
Checklist
Financial readiness Lending & pre-approval Suburb & market fit Due diligence
nextmoveproperty.co.nz

Seven stages, one clear path

Not everything happens at once. This is where the checklist breaks the process down, so you can see where you're already prepared and where a closer look would help.

01

Financial readiness

Deposit, repayment testing at higher rates, and the buffer to hold after settlement.

02

Lending & pre-approval

Written pre-approval versus an indicative estimate, loan structure, and settlement cash needs.

03

Suburb & market fit

Comparable sales, property types, and the non-negotiables that narrow your search.

04

Due diligence

LIM report, title, building inspection, and insurance before going unconditional.

05

Lifestyle fit

Layout, outdoor space, school zoning, and whether a renovation budget is realistic.

06

Offer strategy

Setting a walk-away price and making the final call on evidence, not urgency.

07

Post-purchase planning

Ongoing costs, a maintenance allowance, and your next financial goal once you're in.

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Chris Thompson
Chris Thompson
Founder, NextMove Property Intelligence

Chris is a qualified financial adviser, operating under Guardian Smith's Financial Advice Provider licence (FSP1002543), individual adviser registration FSP1012174.

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Prefer to talk it through first?

This checklist isn't a score, and not everything applies to every purchase. If a few areas still feel unclear, that's normal this early on.

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This guide is for educational purposes only. It does not constitute financial, legal, or property advice, and is not a personalised recommendation for your circumstances. Always seek advice specific to your situation before making any financial or property decision. For full legal, privacy and complaints information, see nextmoveproperty.co.nz/legal_privacy. © 2026 NextMove Property Intelligence.