Downsizer
Program
Downsizing for retirement Geelong
Min investment: $5,500
At MAC Financial in Geelong, our Downsizer Program is designed for clients who are considering downsizing for retirement and want clear, practical guidance to make the process financially rewarding. We provide personalised financial advice for downsizers to help you make smart choices when selling the family home, unlocking equity, transitioning to a more flexible lifestyle, and paying the least amount of tax.
Downsizing can be both an emotional and financial decision. With the right planning, it can become one of the most powerful strategies to strengthen your retirement. Our experienced team will help you navigate every aspect of downsizing your home for retirement, from understanding the financial implications to making the most of superannuation contribution opportunities available to downsizers.
Through the Downsizer Program, we’ll help you:
- Plan effectively for selling the family home and managing sale proceeds
- Explore contribution strategies to boost your super balance after downsizing that are tax effective
- Evaluate housing, lifestyle, and financial options for your next stage of life
- Receive tailored retirement downsizing advice that integrates with your broader wealth plan
- Ensure your downsizing strategy supports your long-term retirement goals
Our goal is to ensure your move supports not just your lifestyle, but your wealth and peace of mind. With professional help with downsizing property, we’ll make sure your transition is smooth, financially tax efficient, and aligned with your vision for retirement.
To complete your financial strategy, explore our Retired Well Program and our Windfall Program to safeguard your wealth as you move into this next stage of life.
With guidance from our Downsizer Program, Lyn has transitioned to a simpler, more intentional lifestyle - giving her the freedom to travel and enjoy retirement on her own terms.
Wealth is a destination reached by those who regularly take the right steps. Working together we make sure that you are best placed to reach the destination you want.
Jamie McIntyre