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.

From Analysis Paralysis to Financial Clarity

When life is a blur of work, school runs and rising costs, family finances can slip into analysis paralysis.

In Goodbye Analysis Paralysis: A Young Family’s Roadmap, we follow a late-30s couple who turned confusion into clarity — updating insurance, dialling up growth in super, and kick-starting simple investments for their kids. With a clear plan and ongoing support, they swapped stress for direction and momentum.