How We Help

Services

From the moment we first speak to the day you move or get home help, I’m by your side.

Financial strategy

With a Master of Finance Planning degree, I have worked as a financial planner, advising retirees on accessing or managing their superannuation, as well as retirement transition strategies and estate planning.

Village relationships

Village contracts and models differ widely. I can cut through the jargon to find the right place for you. I will use my network of contacts in over-55s developments in our region to ensure you get priority access.

Vendor advocacy

As a licensed real estate professional, I can help you choose an agent to sell or rent your existing home in line with your goals to fund your future. I’ll also help prepare the home for sale and select a conveyancer.

Government entitlements

Learn about all the government benefits to which you’re entitled, from Centrelink and the DVA to MyAgedCare. Let me help you enjoy a richer life once we’ve sorted out everything from your pension to your aged care bond and more.

Aged care placement

I’ll help you narrow down the facilities that suit your care and lifestyle needs, help with paperwork, complete the application forms, negotiate the cost of your care, and arrange the relocation from your old home to your new place of residence.

Deceased estate management

Trust me when I say this isn’t a job you want to do alone. If you don’t know what you’re doing, it could take months to sort out probate, bank accounts, subscriptions, direct debits and more. Call me for deceased estate management.

Aged Care Advice

Knowing what to do is difficult when you or a loved one can't live alone. Receiving the correct knowledge and advice will help you make the right decisions when it commes to the care of your loved one. Time To Downsize will help you navigate aged care alternatives, Centrelink, financial impacts of moving into care, and help you explore your future needs with confidence.

Aged Care Real Estate Vendor Advocacy

Time To Downsize understands that entering care may be a stressful and life-changing experience, especially when selling the family home is involved. With an in-depth understanding of the financial impacts, our vendor advocate recognises the significance of receiving a realistic assessment to accurately identify the sort of accommodation bond and fees one pays in an aged care facility. We are committed to helping you achieve a hassle-free outcome at no extra cost to you.

Aged Care Placement Services

We at Time To Downsize provide tailor-made packages to suit your needs. We specials in sourcing the right aged care home for you. We will narrow down a number of facilities which suit your care and lifestyle needs. We can assist with the paperwork, complete the application forms and negotiate the cost of your care as well as arrange the relocation from your old home and into your new home. Time To Downsize will pack up your home, declutter and select the right real estate agent to sell or rent your home for you. It all depends on what your needs are.

Aged Care Financial Advice & Planning

Arranging elder care for loved ones may be difficult and time-consuming, let alone the financial complexity. At Time To Downsize, we simplify this procedure and provide the best level of help. As Aged Care Specialised Financial Advisors, we'll advise you on how to structure aged care payments now and in the future. And we'll help you do it fast.

Estate Management

Estate Planning is not limited to the creation of a will. It requires a holistic approach to analyse every aspect of your personal position. A well-prepared and implemented estate management plan may ensure that the right assets get to the right people at the right time, efficiently and tax-effectively. At Time To Downsize, we are delighted to give you and your family thorough, impartial, and compassionate support.

Aged Pension Planning

Taking charge of your finances will allow you to live a more comfortable retirement. At Time To Downsize, we handle the administrative burden of applying for the aged pension. Experts at Time To Downsize will ensure you are receiving what you're entitled to and guide you on your available options.

Getting started

Together, we’ll review your lifestyle goals and existing circumstances and then plan out your next best steps.

Tailored strategy

I’ll find any gaps and opportunities to bring you closer to reaching your lifestyle and healthcare objectives.

Broad experience

I have the knowledge and accreditations to ensure you receive all the government benefits to which you’re entitled.

Advocacy

Whether you’re selling your home, dealing with a deceased estate or buying into a retirement village, I’ll have your back.

Goals

My goal is for you to live your life your way. Let me help you get there using my expertise, experience and network of contacts.

Let’s work out what’s right for you

Not sure what you need? Give me a call for a friendly chat.

Get in Touch

Are you ready to talk about downsizing, financial planning, retirement villages, aged care options, or estate management for you or your loved one?

Complete the form and I’ll be in touch straight away. We can meet in your home, over the phone or via Zoom – whatever suits you.