Tag Archives: Growth Investments


Downsizing for Retirement – Step 1. Spare Cash.


Firstly congratulations on the sale of your house and purchase of your “retirement” home, it’s great to see client’s plans taking shape.

As a couple you have already overcome what I see as the biggest challenge and that is taking the initiative to think about your lifestyle from here on.

Your question as to where the proceeds from your house can be parked pending the completion of your new property may seem a fairly simple one, but we still need to consider the same sort of issues as when we are investing for the longer term in the likes of Super etc.

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