Some issues we continue to encounter with our clients and clients we continually get referred to include :
If yes, fortunately for you there are a lot of other baby boomers in the above position not knowing where to from here
A high percentage of baby boomers are downsizing their home for retirement, or thinking of down sizing their home but are not sure about “how is the best way to downsize and come out with enough capital to retire on, in the lifestyle they want and deserve for themselves!”
You may not even be aware of the changes announced in the Budget which came into effect in July 2018 for those aged 65-plus who have owned their primary residence for more than ten years and will now be able to sell their family home and contribute up to $300,000 from the sale into their Super to boost retirement benefits.
All very well, but what do you then downsize into?
Before you sell or call in your local estate agent, you would want to have a general conversation with professionals such as us, who know and understand where you are now and where you need to be at a time in the future … whilst being very mindful of how inflation is going to further erode what you have today.
We get to understand your current situation, your present and future requirements and we share general advice on how best to maximise your position today, so that you are able to better look after yourselves financially into the future!
Your local estate agent needs your property to sell and yes may very well do a good job … but ask yourself is there an alternative way to maximise your family home so that you definitely do come away with more (much needed) capital in your own pocket to help you live a life you deserve into retirement?
A high percentage of home owners who own their own properties continue to struggle to maintain the home but also struggle to come out each month with enough
Comments or questions are welcome.
Our process includes providing you total peace of mind through our ‘one stop professional shop’ which includes the following services and value-added services
To be able to Live and have enough money to do what we really want to do after working our butts off all these years
We all want more money in life, our purpose is to ensure that you come out the other side having more dollars in your own pocket, than if you sold your property as is through the local real estate office. After all, this too is a purpose of you selling!
To take your existing property and manufacture wealth, through a well thought out Renovation or a Development, by turning what you have now into either : one major modern home, a duplex home or an intelligently thought out modern renovated home, to suit the local market, which someone will want and pay a lot more to own than if you sold without improvements.