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Homesafe Wealth Release®

Staying in the home you love through retirement

For many homeowners, remaining in their own home matters most. We look at how that can fit alongside accessing equity.

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For many older Australians, the family home is far more than an asset. It is a place filled with memories, close to friends, family and familiar surroundings. Research consistently shows that most people would prefer to remain in their own home as they grow older, rather than downsize or move.

Yet remaining at home can come with financial pressures. Rising living costs, healthcare needs and lingering debt can make it harder to enjoy retirement, even for those who own their home outright. This is the position many homeowners describe as being "asset rich but cash poor".

Homesafe Wealth Release was designed to help bridge that gap. It allows eligible homeowners to access a portion of the future value of their home without taking on debt, making repayments, or being charged interest, and without having to sell or move out.

Because Homesafe is a property transaction rather than a loan, you keep legal ownership of your home and the guaranteed right to live there. You decide when, or if, you ever sell.

For homeowners who want to stay where they are while easing financial pressure, accessing equity can be a way to fund the retirement they want in the home they love.

This article is provided for general information only and does not constitute financial, legal, or taxation advice. Terms, conditions and eligibility criteria apply.

Important information: Under a Homesafe Wealth Release® contract, you sell a capped share of the future sale proceeds of your home to Homesafe Solutions Pty Ltd in exchange for a lump sum today. The maximum share of the sale proceeds of your home that Homesafe receives is capped and clearly stated in your Homesafe Contract; the equity remaining in your estate will be less than it would have been had you not entered the Contract. The Early Sale Rebate feature offered by Homesafe may result in Homesafe receiving less than the capped share and you would receive this with your share on sale. The funds made available to you may affect your entitlement to government benefits. This is not a loan and does not involve compound interest.

Recommendation: Independent legal advice and representation is mandatory and financial advice is highly recommended before entering into any contract.

Homesafe Solutions Pty Ltd. This website is for general information purposes only and does not constitute financial, legal, or taxation advice. Individual eligibility, lump sum amounts, and share percentages will vary. View our Privacy Policy and Financial Abuse Prevention Policy.

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