From Overwhelmed to Organised: Peter’s Story

After relocating from a regional area in Victoria to the city, Peter was faced with the challenge of selling both his unit and his car. With no prior experience in selling property or vehicles, the process felt overwhelming, until he reached out to Planwise for support.

How Planwise Helped

Peter was connected with a dedicated Care Navigator from Planwise, who stepped in to manage the complexities of the situation. Here’s how we supported him:

• Conducted a local search for real estate agents and met with four agents to obtain appraisals.

• Compiled all agent recommendations and pricing into a clear, comprehensive report for Peter.

• Organised all pre-sale preparations, including:

  • Cleaning

  • Gardening

  • Disposal of furniture and belongings

• Arranged for a trusted partner to manage the sale of his car.

All Peter had to do was review the report, choose his preferred agent, and sign the necessary paperwork.

The Result: A Smooth Sale in Just 6 Weeks

Thanks to this hands-on support, Peter successfully sold both his unit and his car within just 6 weeks of contacting Planwise, all with minimal stress and maximum clarity.

Key Takeaways

• Selling assets can be daunting without guidance, especially during a transition.

• A dedicated Care Navigator can simplify the entire process.

• Professional support allows older adults to focus on their wellbeing while life admin is handled with care.

Feeling overwhelmed by a move or asset sale?

Planwise can take the pressure off and help you move forward with confidence.

Contact us.