Templates, tips & documents

It's important to have all of the information available to you that helps you make the best decision for you and your children.

Below we have a range of documents you can download to help you.

A symmetrical design of four overlapping, petal-shaped lavender forms arranged in a circular pattern, creating a flower-like appearance on a light gray background.Four white petal-like shapes form a symmetrical pattern on a light gray background, with each shape pointing toward one corner of the square image, creating a clover-like design in the center.

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Example photo of the Financial Firepower output
Preserving family relationships
Questions to consider
Case study – The unexpected equitable gift
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Gift and loan
Gift versus loan – pros and cons
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Gifting money to your child – guidelines on structuring
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Gift letter
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Case study – Into the wrong hands
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How much can you afford?
Parent’s risk guidance questionnaire
Case study – Made to feel guilty
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How much can children afford?
First homebuyer's budget checklist
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Genuine savings and gift letter
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Funding options
Funding options to help your child with a home deposit
Case study – Say buy to your children, with confidence
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Document everything
Family loan deed template
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Family loan deed template (discretionary repayments)
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Summary of top tips and traps – Bank of Mum and Dad
Case study – He wouldn't leave the house
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The information on this website is general in nature and does not take into account your personal circumstances, objectives or financial situation. Before acting on information on this website, please consult your professional or financial advisor to determine whether it is appropriate for your circumstances.