Life Changes CPW Secondary Hero Banners Downsizing

Moving to a smaller home shouldn’t shrink your clients’ retirement income

Help your client make the most of downsizing 
Downsizing is a great way of freeing-up capital for your clients to invest for retirement income. But downsizing can also impact their Age Pension entitlements. If your clients make this move, their retirement plans may need to change as well.

Use our conversation starter with your clients to discuss the potential impact of downsizing on their retirement income or watch our case study video below.

Download conversation starter

Download a white label version of the conversation starter flyer and add your own branding.

 


Discover how investing in a lifetime annuity may help manage the impact of a life change on your client’s retirement income. 

 Book in a 1:1 chat with a Challenger BDM to learn more.