Noel Whittaker shares insights with NSA
In an exclusive NSA video, Noel Whittaker shares his thoughts on the dilemma faced by many retirees.
Noel Whittaker, one of Australia’s most respected financial commentators, has joined forces with Chris Grice, CEO of National Seniors Australia (NSA), to deliver practical advice for older Australians planning their retirement.
For decades, Noel has been a trustsed guide in personal finance, with best-selling books including Making Money Made Simple helping millions navigate budgeting, investing, and retirement planning.
His ability to simplify complex issues has made him a household name and a go-to source for financial wisdom.
In this video (below), Noel explores the realities of downsizing – an option that can unlock equity, reduce maintenance costs, and create a more manageable lifestyle.
But as Noel points out, downsizing isn’t just about moving to a smaller home; it’s about understanding the financial implications that come with it. From tax considerations to the way sale proceeds affect age pension eligibility, Noel stresses the importance of planning ahead.
“Downsizing can be liberating,” Noel explains, “but it’s not a one-size-fits-all solution. You need to weigh the emotional and financial factors carefully before making the move.”
The conversation also touches on how downsizing interacts with superannuation strategies and Centrelink rules, giving viewers a clear picture of what to expect.
Noel’s advice is practical and reassuring, helping seniors make informed decisions that support both their lifestyle and financial security.
NSA’s partnership with Noel ensures members have access to expert guidance on issues that matter most. Downsizing is just one of many topics covered in this series, which aims to empower older Australians with knowledge and confidence.
To hear Noel’s full perspective on downsizing and other retirement strategies, watch the video, above, or here: Downsizing Discussion.
It’s an essential resource for anyone considering a move to simplify life and strengthen their financial future.
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