Replay
Downsizing Vs. Reverse Mortgage: Pros & Cons
Presented by Darren Moffatt & Seema Baram
As seen in
Learn the pros & cons of downsizing your home vs Reverse Mortgage
Many retirees are unsure about
Hidden Fees
Impact on Lifestyle
Applications Processes
Long Term Effects On Estate
In search of ways to ease monetary stress and maintain independence, two popular solutions have emerged in recent years for seniors:
Reverse Mortgages and Downsizing
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Complete the form below to watch the replay.
Nice Things People Have Said
Thanks very much to Adam Oakley who helped us though the process of choosing which bank would be our best option for our reverse mortgage. I had done quite a bit of research before choosing a broker to help us though this. We even watched a seminar that Adam had participated in. The brokers all know the rules and regulations, banking and government stuff, that is involved to make sure that we knew what the mortgage meant to our finances and what paperwork we had to supply and when. Luckily we have had a couple of businesses over the last 15 years and had a good idea of some of the processes so we were able to complete all the paperwork fairly quickly and send it to Adam. Much to our surprise the whole process only took about 5 weeks from when Adam first replied to my request for information and when we got settlement on our mortgage. Thank you very much to Adam and everyone at Seniors First in the background that might have helped to make this so easy for us.
Angela Giokaris facilitated our reverse mortgage with Seniors First. She was extremely helpful, having a great knowledge of the products and went the extra mile to ensure we both understood the various options which helped us decide on the most suitable option for our situation. She was always available to answer any queries we had. We have no hesitation in recommending her to other prospective clients.
Thank you to Angela, her support was invaluable. She helped guide us through the process in a very professional, friendly and efficient manner. Her help was greatly appreciated, we couldn't have done it without her. Nothing was too much trouble.
The experience I had with Seniors First and in particular Dean Hukin was first class.Dean who I dealt with to attain my Reverse Mortgage was the most friendly courteous and knowledgeable person and he is an absolute credit to Seniors First.His knowledge and excellent PR skills were wonderful and nothing was too much trouble and he was always available to answer any questions I asked if him.I would certainly recommend Seniors First and in particular Dean Hukin to anyone considering a Reverse Mortgage.
When I started the Reverse Mortgage process it was with some trepidation. In the end I had a superb broker - Adam Oakley. He was extremely helpful, reassuring, and gave excellent advise, as well as putting up with my questions, and putting me at ease. Now its finalized, I'm very happy with the result. Would recommend Adam and Seniors First to anyone. Many thanks Adam for all the hard work.
Andrew at Seniors First did an amazing job setting up a Reverse Mortgage loan for me and my family. Due to my complicated family structure the setting up process wasn’t easy. Andrew with his considerable expertise and diplomacy overcame all obstacles to obtain a very favourable result.I am happy that through this loan I’ve been able to lend a helping hand financially to my family.I recommend with confidence Seniors First for anyone wishing to obtain a Reverse Mortgage loan.
I would like to thank Angela at Seniors First for helping me with my reverse mortgage application. The process was extremely easy because of all the help and advice that Angela passed onto me. I would recommend Seniors First to anyone thinking of getting a reverse mortgage in the future. Regards Stephen Hansen.
Based on my experience of working with Andrew Cate of Seniors First, I can highly recommend him. He is professional in his approach, knowledgeable and works hard to get the best possible outcome. He is always courteous, and I am very pleased with the outcome achieved with him.
I had made contact with Seniors First in 2023, In Feb 2025, Adam Oakley contacted me to find out if I was still interested in applying for a Reverse Mortgage, I confirmed this, but said I couldn't go ahead until I had confirmation from the builder, he then sent some necessary information, Adam continued to keep in touch. I finally got a quote from the builder and the process of applying for a Reverse Mortgage began. Adam was wonderful, as an elderly lady, I often found the legal jargon daunting, but Adam was always available to address my fears, nothing was too much bother. Finally it was time to sign the contracts etc, so much paper work. Once again Adam assured and explained everything and my fears disappeared. I now have the funds in the bank, and am ready and excited to start the new project in my house. I am so thankful to Adam for all his help, assurance and assistance.
I was lucky to have my broker Palka Kumar assigned to me for my Reverse Mortage loan. I found Palka to be extremely professional and extremely helpful in all the aspects of securing my loan. I highly recommend her to any future customers of Seniors First.
I had a first and second mortgage that I needed to discharge in order to arrange a reverse mortgage. Adam Oakley from Seniors First assisted me with the entire process. Thanks to Adam the transition went smoothly, and I was able to achieve my goals.
I had a First-Class experience with Seniors First thanks to Adam Oakley, my Broker: From the start of the process, he demonstrated knowledge and insight into my particular needs and throughout maintained an exceptional level of support and empathy. I have no hesitation in recommending Seniors First and in particular Adam Oakley for anyone considering a Reverse Mortgage.
Seniors First provided a great service when I applied for my reverse mortgage.My advisor, Adam made the experience easy and was most helpfulAdams warmth and caring during the process was much appreciated.Ron WA.
Palka was fantastic and helped me through the process with great patience and understanding. She was very thorough and always helpful and a phone call away if I needed anything. Yes, it's possible to do this without a broker, but for me it was money very well spent as I would not have known about the options available or pitfalls to avoid. I was never pressured into anything, was given numerous options, and the process was explained in great detail. I definitely recommend Seniors First.
Our application was managed extremely well by Palka, our broker from Seniors First. Her insight and experience enabled my wife and I have confidence in the entire process. She led our interaction with Inviva, and with a very experience solicitor, allowing the process to arrive at a positive conclusion. Thank you again Palka.
Meet Your Hosts:
Darren Moffatt
Founder & Managing Director
Darren is the founder of Seniors First and has been the CEO since 2006, he is also an is an award-winning businessperson with almost two decades of lending experience.
Seema Baram
Reverse Mortgage Broker
Seema is a Sydney based Mortgage Broker and comes with over 15 years of experience in Mortgage and Lending.
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Seniors First is a licensed, finance broker specialising in Reverse Mortgage and equity release finance.
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