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Retirement Planning Guide Checklist: The Best Retirement Checklist

Posted on September 21, 2020

Your living arrangements are an important choice, we advise you to take your time and use this concise retirement planning guide checklist to help you plan rather than rushing to make a decision. Preparation goes a long way to ensuring a happy retirement.

  • Think about what space you may require in the future.
  • Visualise a suitable lifestyle within the retirement village.
  • Visit a retirement community or retirement resort, like Beauty Point.
  • Interact with retired residents.
  • Go through the documents carefully.
  • Find out all the costs.
  • Consult a financial advisor.
  • Get legal advice.
  • Talk to friends and family about your choice.


Reasons for moving into a retirement village:

  • Ideal area or location.
  • Proximity to current home, family, and friends.
  • Type of village or resort.
  • Services and facilities.
  • Independent living for longer.
  • Pets and companion rules.

Legalities and Finance

  • Maintenance and service fees.
  • Budgeting for the cost of the Retirement village.
  • Premiums and recurrent charges.
  • Exit fees.
  • Deposit.
  • Refund policy.
  • Type of contract.

Health and Safety

  • Arrangements in place in case of an accident or when medical care is required.
  • Availability of nurses, home care, and village staff.
  • Emergency systems.
  • Types of amenities and services available at the village.
  • Paths and accessibility.

Life at a Retirement Village

  • Staying close to family and friends.
  • Keeping pets.
  • Transport.
  • Local community services available.
  • Age group of residents.
  • Hobbies and activities.
  • Entertainment and gardening options.
  • Security features.
  • Availability of meals.

Moving into Beauty Point Retirement in Sydney can be a worthwhile choice that enables you to get a new lease of life through the advantages of independent living. You will love retired life at Beauty Point Retirement Resort with all the facilities and services at your disposal. With café & restaurant, hair & beauty salon, cinema, the village shop, cards and craft room, games room, heated pool and spa, gym and our Medi-Wellness Centre where you have access to visiting medical specialists and access to Allied Health professionals plus more.

Beauty Point is a retirement village that enjoys spectacular views of the Georges River and is surrounded by beautiful bushland, yet it is still surrounded and accessible to all the suburban amenities like medical, shopping and transport in Padstow.

To assist, if the time comes, keeping your independence at Beauty Point you have access to HomeCare You Way to ensure you have everything you need to maintain your health and well-being and is a genuine alternative to a nursing home. It offers Personal Care, Dietary/Nutrition, Domestic Assistance, Nursing Care, Respite Care Support and Social Support and Transport. All you could ever want or need in a Retirement Village in Sydney is here at Beauty Point.

Contract options

From the kind of contract, you sign to the type of unit that you decide to reside in, you ultimately control your future, financial situation, and the rest of your life. It is important to be adequately informed about your options to ensure your comfort and fulfillment.

Information and obligations

Being aware of your financial obligations is important for your overall well-being. You can expect to commit to a legally binding agreement, pay a fee initially along with monthly charges. Find out everything you need to know about the costs. Talk to advisors to make sure that you know the exact contents of your contract prior to signing it.

Investing in a Lifestyle

Moving into a retirement village like Beauty Point Retirement Resort, gives you the chance to enjoy a lifestyle that comes with convenience, support, maintenance, and security. All the facilities are designed to improve your wellbeing and general health within a vibrant social setting.

The community is set in a flourishing area and all the facilities you need are accessible. Beauty Point is a comfortable and connected environment that strikes the ideal balance between a lifestyle you enjoy and the costs that facilitate this move.

Something for Everyone

People are different with varying personalities and traits. Regardless of what you want and who you are, a retirement village like Beauty Point is diverse enough to accommodate the way you want to live and may even spark inspiration for you to try new activities. There are always community activities to participate in with like-minded people and social activities to participate in at the bar, games room or craft and cards room. You decide how little or how much you do.

Community Life

One of the things that residents love about living at Beauty Point is the community and the sense of belonging that is gained. Living close to people who turn into friends is a rewarding experience that reduces feelings of isolation and brings joy and belonging. It is fulfilling to have people to catch up with, check in on, talk to, or join for activities such as social outings, book club, cards, games night or for happy hour at the bar and the list goes on.


Whether you have health conditions or are physically fit, you can get the level of support you need. Beauty Point Retirement Resort gives you access to many services, facilities and support to help you with your health and wellbeing. With access to visiting specialists, appointments with Allied Health professionals, pharmacy deliveries, registered nurses, through to a personalised fitness programs by our very own Exercise Physiologist, for use at our gym, heated pool or in the privacy of your own retirement unit. Residents also have access to HomeCare Your Way, which essentially gives you the freedom to choose home care services such as personal care, dietary and domestic support with home care packages, respite care, social and transport support, at home nursing help and more, giving you the support to remain independent and in your home longer.

Security and Safety

Everyone knows how important it is to feel secure within your environment. Your home is a haven when you come back and always taken care of when you are not around.

Retirees deserve to be treated with dignity and respect, valued for their roles in communities and have all the things they require to be healthy and happy.

Find out about current available units for the complete privacy you want and our spectacular units overlooking the St Georges River. Book a one-to-one appointment with Lisa Papahristos - Village Manager to find out more about Beauty Point Retirement Resort or to go through a retirement planning guide checklist with you.