Downsizing Service
Upsizing & Downsizing Services in Sydney
From Selling Your Current Home to Moving into Your Dream Property
We Handle It All!
Are you ready to downsize your home and upgrade your lifestyle?
At a Portfolio by Design we know that moving isn’t just about property—it’s about creating the lifestyle you want.
Whether you’re downsizing for a simpler life, upsizing for more space, or rebuilding to future-proof your home, we make the process seamless.
Our premium, downsizing service approach takes the stress out of buying, selling, and rebuilding. We handle everything from property sales and conveyancing to moving, packing, and even selling household goods.
With expert guidance and a personalised strategy, we help you transition smoothly into your next chapter. Let’s create a home that fits your lifestyle today—and tomorrow.
The Downsizing Service at a Glance
sell your current home
We meet and discuss your property needs, assess your preferences and ascertain all of your requirements
buy your new home
We search per requirements and identify a list of properties that meet your criteria as identified in our nerd analysis
buy your new home
We search per requirements and identify a list of properties that meet your criteria as identified in our nerd analysis
repairs & maintenance
We arrange for you to inspect the properties you’ve approved. Then we will review your feedback, and work through the pros and cons of each property with you
CONVEYANCING SERVICE
Once you’ve selected a property, we provide you with the sales information, an appraisal report, and all information relevant to the property itself and the surrounding area
moving service
We liaise with third party service providers, namely building and pest inspectors, strata managers, solicitors and mortgage brokers to coordinate pre-purchase due diligence
HOUSEHOLD GOODS MANAGEMENT
We arrange for you to inspect the properties you’ve approved. Then we will review your feedback, and work through the pros and cons of each property with you
CLEANING & STAGING
We arrange for you to inspect the properties you’ve approved. Then we will review your feedback, and work through the pros and cons of each property with you
FINANCIAL GUIDANCE
We arrange for you to inspect the properties you’ve approved. Then we will review your feedback, and work through the pros and cons of each property with you
Key Benefits of working with a Premium Downsizing Service
Our commitment to quality and exceptional customer service sets us apart from the competition.
stress free management
Moving can be overwhelming, but we handle every detail so you don’t have to. From listing your current property to finding your dream home, our team manages the entire process seamlessly. With a single point of contact, you’ll enjoy a smooth, hassle-free transition.
Time saving
Buying and selling properties simultaneously is complex and time-consuming. Our streamlined process ensures efficiency at every step. We handle property valuations, marketing, negotiations, and legal paperwork, saving you countless hours. Our expert team eliminates delays, so you can move into your new home faster.
local knowledge
As a premium real estate agency, we have deep knowledge of the local market. Whether you’re downsizing to an apartment or upsizing to a family home, we work to accommodate your fit with each suburb. Our insights into property trends and demands ensure best value for your current home and new purchase.
negotiation skills
Negotiating the best price and terms is a crucial aspect of property buying. A skilled buyer’s agent can negotiate on your behalf, leveraging their experience and market knowledge to secure a favourable deal.
tailored solutions
Every lifestyle change is unique – we customise our services to meet your specific needs. For downsizers, we focus on simplicity, convenience, and maximizing returns. For upsizers, we prioritize space, functionality, and future growth. Our flexible approach ensures your transition aligns with your preferences and budget.
premium service
We pride ourselves on delivering a premium, end-to-end experience. From the moment you contact us, you’ll receive warm and personable service tailored to your needs. Our team of professionals handles every detail with care, ensuring a seamless transition.
Complete Real Estate Service
Take the first step and schedule a call
I’d love to speak with you!
Welcome to my digital home! It’s a pleasure to connect with you. As the owner, founder, and director of Portfolio By Design, I offer a premium real estate service. With both experience and education, I bring expertise and enthusiasm to every client interaction. As a long-term investor, a registered real estate agent, and a master’s degree holder in property—a true passion project—I understand the market deeply.
My flagship service, Lifestyle Change, supports those downsizing or upsizing. From start to finish, I provide comprehensive guidance through the entire process. After all, major life transitions—selling, buying, and moving—often feel more complex than expected. Whether it’s letting go of the familiar or embracing something new, I am here to help.
I founded Portfolio By Design for three key reasons:
- First, I value independence.
- Second, I love real estate.
- Finally, I am passionate about uplifting people’s lives.
Built on Collaboration, Respect, and Trust, this service prioritizes your needs. Because real estate shapes our lives, I cut through the market noise. Instead of overwhelm, I offer clarity—helping you buy, sell, or invest with confidence.
I look forward to meeting you!
Sydney’s property sales remain strong, but market conditions shift due to economic factors. For instance, interest rates, supply, and demand affect prices. At the same time, government policies and lending rules influence affordability.
As a result, buyers must adjust their strategies to market changes. On the one hand, high demand drives consistent price growth. On the other hand, affordability challenges make entry difficult for first-time buyers. Nevertheless, investors continue to target high-growth suburbs with strong rental returns. formed, buyers can capitalize on trends and secure high-growth assets.
Moreover, infrastructure projects and urban development boost long-term property values. Because of this, buyers prefer locations near transport, schools, and employment hubs. In addition, off-the-plan developments and dual-income properties attract investors seeking tax benefits and steady returns. However, competition for well-located properties remains intense, pushing prices higher.
Consequently, buyers must research thoroughly and act quickly. To navigate the market, many seek advice from buyer’s agents and property strategists. Ultimately, Sydney’s property market offers strong potential but demands careful planning. By staying in
Investing in property with your Self-Managed Super Fund (SMSF) can be a strategic way to build long-term wealth, but it requires careful planning and compliance with strict regulations. First and foremost, it’s essential to understand that your SMSF can only purchase property if it aligns with the sole purpose test, which means it must provide retirement benefits to members. In other words, you cannot live in or directly benefit from the property before retirement.
Moreover, borrowing through an SMSF involves a limited recourse borrowing arrangement (LRBA), meaning the lender’s claim is limited to the property itself rather than other SMSF assets. As a result, banks often require larger deposits—typically 30-40%—which means investors need significant superannuation savings. On the plus side, rental income and capital growth are taxed at concessional rates, potentially enhancing long-term returns. Additionally, once members retire and enter the pension phase, rental income and capital gains may become entirely tax-free.
However, managing an SMSF property investment can be complex. For instance, ongoing compliance with Australian Taxation Office (ATO) rules is crucial, and all transactions must be at arm’s length, meaning you cannot lease the property to a related party. Furthermore, liquidity issues may arise, particularly if most of your super is tied up in a single asset. Therefore, diversification remains important to mitigate risk. To simplify the process, many investors seek professional advice to ensure they adhere to regulations and maximize potential benefits. Ultimately, while SMSF property investment can be a powerful wealth-building strategy, it’s essential to weigh the risks, costs, and compliance requirements before proceeding. By taking a well-informed approach, investors can leverage their superannuation to secure high-growth assets while ensuring long-term financial stability.
Welcome to my digital home! It’s a pleasure to connect with you. As the owner, founder, and director of Portfolio By Design, I offer a premium real estate service. With both experience and education, I bring expertise and enthusiasm to every client interaction. As a long-term investor, a registered real estate agent, and a master’s degree holder in property—a true passion project—I understand the market deeply.
My flagship service, Lifestyle Change, supports those downsizing or upsizing. From start to finish, I provide comprehensive guidance through the entire process. After all, major life transitions—selling, buying, and moving—often feel more complex than expected. Whether it’s letting go of the familiar or embracing something new, I am here to help.
I founded Portfolio By Design for three key reasons:
- First, I value independence.
- Second, I love real estate.
- Finally, I am passionate about uplifting people’s lives.
Built on Collaboration, Respect, and Trust, this service prioritizes your needs. Because real estate shapes our lives, I cut through the market noise. Instead of overwhelm, I offer clarity—helping you buy, sell, or invest with confidence.
I look forward to meeting you!
Sydney’s property sales remain strong, but market conditions shift due to economic factors. For instance, interest rates, supply, and demand affect prices. At the same time, government policies and lending rules influence affordability.
As a result, buyers must adjust their strategies to market changes. On the one hand, high demand drives consistent price growth. On the other hand, affordability challenges make entry difficult for first-time buyers. Nevertheless, investors continue to target high-growth suburbs with strong rental returns. formed, buyers can capitalize on trends and secure high-growth assets.
Moreover, infrastructure projects and urban development boost long-term property values. Because of this, buyers prefer locations near transport, schools, and employment hubs. In addition, off-the-plan developments and dual-income properties attract investors seeking tax benefits and steady returns. However, competition for well-located properties remains intense, pushing prices higher.
Consequently, buyers must research thoroughly and act quickly. To navigate the market, many seek advice from buyer’s agents and property strategists. Ultimately, Sydney’s property market offers strong potential but demands careful planning. By staying in
Investing in property with your Self-Managed Super Fund (SMSF) can be a strategic way to build long-term wealth, but it requires careful planning and compliance with strict regulations. First and foremost, it’s essential to understand that your SMSF can only purchase property if it aligns with the sole purpose test, which means it must provide retirement benefits to members. In other words, you cannot live in or directly benefit from the property before retirement.
Moreover, borrowing through an SMSF involves a limited recourse borrowing arrangement (LRBA), meaning the lender’s claim is limited to the property itself rather than other SMSF assets. As a result, banks often require larger deposits—typically 30-40%—which means investors need significant superannuation savings. On the plus side, rental income and capital growth are taxed at concessional rates, potentially enhancing long-term returns. Additionally, once members retire and enter the pension phase, rental income and capital gains may become entirely tax-free.
However, managing an SMSF property investment can be complex. For instance, ongoing compliance with Australian Taxation Office (ATO) rules is crucial, and all transactions must be at arm’s length, meaning you cannot lease the property to a related party. Furthermore, liquidity issues may arise, particularly if most of your super is tied up in a single asset. Therefore, diversification remains important to mitigate risk. To simplify the process, many investors seek professional advice to ensure they adhere to regulations and maximize potential benefits. Ultimately, while SMSF property investment can be a powerful wealth-building strategy, it’s essential to weigh the risks, costs, and compliance requirements before proceeding. By taking a well-informed approach, investors can leverage their superannuation to secure high-growth assets while ensuring long-term financial stability.
Welcome to my digital home! It’s a pleasure to connect with you. As the owner, founder, and director of Portfolio By Design, I offer a premium real estate service. With both experience and education, I bring expertise and enthusiasm to every client interaction. As a long-term investor, a registered real estate agent, and a master’s degree holder in property—a true passion project—I understand the market deeply.
My flagship service, Lifestyle Change, supports those downsizing or upsizing. From start to finish, I provide comprehensive guidance through the entire process. After all, major life transitions—selling, buying, and moving—often feel more complex than expected. Whether it’s letting go of the familiar or embracing something new, I am here to help.
I founded Portfolio By Design for three key reasons:
- First, I value independence.
- Second, I love real estate.
- Finally, I am passionate about uplifting people’s lives.
Built on Collaboration, Respect, and Trust, this service prioritizes your needs. Because real estate shapes our lives, I cut through the market noise. Instead of overwhelm, I offer clarity—helping you buy, sell, or invest with confidence.
I look forward to meeting you!
Sydney’s property sales remain strong, but market conditions shift due to economic factors. For instance, interest rates, supply, and demand affect prices. At the same time, government policies and lending rules influence affordability.
As a result, buyers must adjust their strategies to market changes. On the one hand, high demand drives consistent price growth. On the other hand, affordability challenges make entry difficult for first-time buyers. Nevertheless, investors continue to target high-growth suburbs with strong rental returns. formed, buyers can capitalize on trends and secure high-growth assets.
Moreover, infrastructure projects and urban development boost long-term property values. Because of this, buyers prefer locations near transport, schools, and employment hubs. In addition, off-the-plan developments and dual-income properties attract investors seeking tax benefits and steady returns. However, competition for well-located properties remains intense, pushing prices higher.
Consequently, buyers must research thoroughly and act quickly. To navigate the market, many seek advice from buyer’s agents and property strategists. Ultimately, Sydney’s property market offers strong potential but demands careful planning. By staying in
Investing in property with your Self-Managed Super Fund (SMSF) can be a strategic way to build long-term wealth, but it requires careful planning and compliance with strict regulations. First and foremost, it’s essential to understand that your SMSF can only purchase property if it aligns with the sole purpose test, which means it must provide retirement benefits to members. In other words, you cannot live in or directly benefit from the property before retirement.
Moreover, borrowing through an SMSF involves a limited recourse borrowing arrangement (LRBA), meaning the lender’s claim is limited to the property itself rather than other SMSF assets. As a result, banks often require larger deposits—typically 30-40%—which means investors need significant superannuation savings. On the plus side, rental income and capital growth are taxed at concessional rates, potentially enhancing long-term returns. Additionally, once members retire and enter the pension phase, rental income and capital gains may become entirely tax-free.
However, managing an SMSF property investment can be complex. For instance, ongoing compliance with Australian Taxation Office (ATO) rules is crucial, and all transactions must be at arm’s length, meaning you cannot lease the property to a related party. Furthermore, liquidity issues may arise, particularly if most of your super is tied up in a single asset. Therefore, diversification remains important to mitigate risk. To simplify the process, many investors seek professional advice to ensure they adhere to regulations and maximize potential benefits. Ultimately, while SMSF property investment can be a powerful wealth-building strategy, it’s essential to weigh the risks, costs, and compliance requirements before proceeding. By taking a well-informed approach, investors can leverage their superannuation to secure high-growth assets while ensuring long-term financial stability.
