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Homesafe Wealth Release®

Homesafe Customer Concierge

From your very first enquiry to the day you sell, you are looked after by people who know your story.

At Homesafe, looking after you is a personal, end-to-end commitment. From your first phone call, you have a dedicated Homesafe Specialist who is your contact, supported by our valuation, compliance, legal, customer care and completions teams — every step considered, unhurried, and in your best interest.

Your Homesafe journey, step by step

Here is what looking after you looks like in practice — from your first enquiry through to advance of funds to you and beyond.

  1. 1

    Your first enquiry

    From the moment you contact our Contact Centre specialists, we act promptly. We make contact with you quickly, follow up, and offer flexibility around appointment times to suit you and your family.

  2. 2

    A dedicated Homesafe Specialist who is your contact

    You are allocated a dedicated Homesafe Specialist who is your contact and becomes your main point of contact. The same familiar person stays with you throughout the entire process.

  3. 3

    Your in-home appointment

    Your Homesafe Specialist meets with you in the comfort of your own home. You are welcome to have family members and/or your advisors attend, and we will arrange follow-up meetings if needed.

  4. 4

    At your own pace

    There is never any pressure. If you decide to delay proceeding, your Homesafe Specialist remains your main contact, ready whenever you are.

  5. 5

    Independent valuation

    An independent valuation is arranged through our panel valuers. Each has signed a service level agreement with Homesafe and must meet high standards for response times and courtesy to you.

  6. 6

    Your formal offer is prepared

    Your formal offer is prepared by our administration and compliance team and personally reviewed by senior management. If an enquiry or offer is not in your best interest, Homesafe will not proceed.

  7. 7

    Your offer, delivered in person

    Your Homesafe Specialist delivers the formal offer to you in your home and walks you through any questions. You then have 30 days to review and accept — there is no rush.

  8. 8

    Your own independent legal advice

    If you decide to proceed, you engage your own Legal Representative. Your Homesafe Specialist takes a step back but remains available for anything other than legal questions — your Homesafe Specialist never provides advice. Your Solicitor liaises directly with Homesafe's legal team and is provided with an offer to access our senior management for any general enquiries.

  9. 9

    Kept informed every step

    Your Homesafe Specialist keeps you engaged the whole way through, and our administration team sends confirmation milestone messages by text so you always know where things are up to.

  10. 10

    After exchange of contracts

    After exchange of contracts, you can contact your Homesafe Specialist at any time — for example, if you wish to use Homesafe again. Alternatively, our Customer Care team is always available to assist with any questions.

  11. 11

    When the time comes to sell

    When the time comes to sell, our Completions team will assist you with any questions and guide you through the process.

20+
Years supporting Australian homeowners
9,000+
Homeowners assisted
100%
Australian-based concierge team

What our customers say

"From my very first call, Tony looked after me. He came to my home, took the time to explain everything, and never once pushed me."
Marie O Ringwood, VIC
"The text updates kept me informed at every milestone, so I always knew exactly where things were up to. The peace of mind has been priceless."
Peter Baulkham Hills, NSW

Talk to your Concierge team

Whether you have a question about your Homesafe Contract or simply want to talk something through, our team is here to help.

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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