Downsizing & Retirement Living Planning

For when it's time to downsize or move to a retirement community.

Whether you’re considering downsizing to a smaller home or moving to a retirement village, we understand that grappling with this decision is tough.

The practical questions alone: What do village contracts entail? What happens to our investment if we need to leave? Can we afford the ongoing fees? 

Then add saying goodbye to a home that holds so much of your heart – it’s a difficult and emotional time of our lives. 

 

Our team of Accredited Aged Care Specialists and Financial Advisers will guide you through both the financial details and the emotion of such a significant move.

We’re also your connection point to other vital services, such as relocation, decluttering management, legal requirements, and high quality real estate agents, all experienced in estate management.

Some of the common questions you may have:

  • Should we sell the family home now, or wait?
  • What’s the real cost of retirement village living? Are there any hidden fees?
  • What’s the best option for a retirement village that suits me/us?
  • Will we get our money back when we leave or move to aged care?
  • How do I choose between staying local and familiar versus moving somewhere new?

“The thought of leaving our family home was overwhelming. With Kara’s compassionate guidance and giving us plenty of time to talk things through, we’ve now made a move that feels right for this stage of life – and for our future.” ~ John and Elaine R. (Gracefully 74 & 71)

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