Investor Hub
Retirees
In retirement, property decisions often centre on downsizing, releasing equity, or restructuring. We connect retirees with independent, licensed specialists who approach it holistically.
Different priorities
Retirement changes the questions you ask of property. Rather than building a portfolio, the focus may be on a comfortable, lower-maintenance home, freeing up equity, or coordinating property with super and other income. These decisions deserve careful, unhurried thought.
How we help
We introduce you to independent, licensed financial advisers, accountants, brokers, and buyers' agents as your situation requires. We do not provide financial or tax advice or act as your agent ourselves.
No pressure, ever
Decisions in retirement should never be rushed. A discovery call is simply a way to understand your options and meet professionals who can help, with no obligation.
Related reading
- SMSF investor support — how we help trustees investing through superannuation.
- Buying property through an SMSF — the end-to-end SMSF purchase process.
Frequently asked questions
Should I downsize or stay put?
It depends on your finances and lifestyle. Licensed advisers we connect you with can help you weigh the trade-offs carefully.
Can I still get finance in retirement?
Lending in retirement has particular considerations. A licensed broker can explain what may be available for your circumstances.