Transition steps
1
2
3
Talk to your family
Choose an agent
Talk to a trusted
Talk to your family about
your wishes to sell the
family home, so they are
part of the process from
the start.
Ray White will connect you with
your local accredited downsizing
sales specialist who:
• Is experienced with the
downsizing process.
• Can recommend other
experienced downsizing
professionals like a mortgage
broker, accountant or solicitor.
• Is sensitive to the emotion
surrounding selling your home.
• Has a proven sales record.
• Will help make your transition
as seamless as possible.
finance person
Talk to a trusted finance
person, a mortgage broker or
accountant, about the best
way to set up the sale. You
might need funds to purchase
your new home or provide a
deposit to a retirement village
or for assisted living before
your current home sells. A
mortgage broker can help
you organise a bridging loan
to cover the period between
when you buy your new home
and when you sell.
If you don’t already have a
trusted mortgage broker, we’ll
put you in touch with a Loan
Market broker.