Scenario session · Video meeting or Cape Town office

Household Budget Stress Review

For buyers who know the likely repayment but need to understand how rates, levies, insurance and ordinary life changes affect the remaining margin.

Timing90-minute session plus summaryFeeR1,650 fixed fee
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Couple discussing a household budget at a dining table

Test the month after the debit order

This review starts with your current household budget and adds the costs that arrive with ownership: municipal charges, sectional-title levies where applicable, building cover, routine maintenance and commuting changes. We then compare the remaining margin under three repayment assumptions, including a deliberately uncomfortable rate scenario.

The session is for decision support, not lender qualification. It works best for buyers choosing between purchase prices or comparing a familiar rent payment with the wider cost of owning.

What you receive

Before the meeting, you complete a plain expense schedule. During the session we challenge omissions and discuss which costs are fixed, seasonal or adjustable. Afterwards, we send a two-page scenario summary with observations—not a credit recommendation.