Downsizing The Family Home: A Success Story
For many retirees, downsizing isn’t about giving up — it’s about gaining freedom, simplicity, and financial clarity.
In A Smart Move: Navigating the Downsizing Journey, we share how one couple in their late 60s turned a complex transition into a confident new chapter. With expert guidance, they streamlined years of financial clutter, moved $1.32 million into super, eliminated unnecessary tax, and secured a sustainable income stream for the years ahead.
From property settlements to Centrelink strategy, this story shows how downsizing — when done right — can be both a fresh start and a financial win.