Downsizing with Confidence: Yvonne’s Story
Yvonne, an independent older adult, reached out to Planwise after deciding it was time to downsize. She no longer needed a large home and was keen to move closer to public transport for easier access to services and social opportunities. While she felt confident about the move itself, she was looking for support with the logistics — particularly around selling her car and some furniture.
She was moving just a few suburbs away, but wanted to make sure the transition went smoothly.
How Planwise Helped
Through her conversations with Planwise, we identified several areas where Yvonne could benefit from tailored guidance and support:
Coordinating the sale of her car and household furniture
Ensuring the financial aspects of the move were clear
Assessing her physical capacity to walk to the nearby tram stop in her new neighbourhood
Exploring ways to maintain her social connections and continue visiting her regular GP and services
Boosting her confidence to discover and participate in new local activities
We provided practical advice, local resources, and reassurance so Yvonne could feel empowered and prepared throughout the process.
Outcome: A Move That Works for Her
With help from her Planwise consultant, Yvonne developed a personalised plan that addressed both the practical and emotional aspects of her move. She was supported in selling her car and furniture, and we explored transport options to ensure her mobility and independence were maintained.
Yvonne now feels confident and excited about this new chapter — staying connected to what matters to her while adapting to a more manageable and convenient lifestyle.
Key Takeaways
Downsizing is more than just moving — it’s about supporting independence and lifestyle goals.
Planning transport, connections, and access to activities is crucial for long-term wellbeing.
Personalised support helps older adults transition with clarity and confidence.
Thinking about downsizing or moving closer to services?
Planwise is here to help make the process easier and more thoughtful.
Contact us.