The Ultimate Retirement Village Checklist: 65 Key Considerations
If you’re in the process of exploring your over 50s community living options as you prepare to downsize your home in 2024, there are a number of considerations that become important.
To ensure you don’t miss a thing, we’ve created a comprehensive checklist of 65 crucial questions and considerations you need to think about along the way.
Decision-making, advice, and support
- Have you consulted with family and friends who understand your personal and lifestyle needs?
- Have you spoken with people who currently live in a retirement community who can share insights about their experience?
- Have you explored any publicly available information about the community?
- Have you brought friends and/or family members with you to visit the retirement village so they can share their feedback?
Location
- Is the retirement village conveniently located near essential services, such as medical facilities, grocery stores, and recreational areas?
- Does the surrounding neighbourhood align with your preferences for a peaceful or vibrant atmosphere?
- Is the retirement village close to family and friends?
- If you don’t want to rely on driving, is there public transport close by?
- Can you easily access the places that are important to your lifestyle and wellbeing?
Legal structure, fees, and costs
- Have you thoroughly reviewed the legal documentation and contracts associated with the retirement village?
- What are the entry costs, ongoing fees, and other expenses?
- How are council rates managed?
- How is capital gain managed?
- Are there any exit fees payable?
- Will you be eligible for any federal, state, or other assistance (such as Rent Assistance)?
Village Manager
- Is the community run by a large corporation, religious group, or small business?
- Who is the Village Manager, and what is their role in overseeing the retirement village?
- How responsive and accessible is the management team to residents' needs and concerns?
- Is there a Residents’ Committee?
Community atmosphere
- Have you visited the community during open days and on quieter days?
- Have you spoken with the residents and staff?
- What is the overall atmosphere of the retirement village? Is it relaxed, lively, or somewhere in between?
- Does the community culture align with your lifestyle and preferences?
- Can you see yourself living happily in the community?
Social, entertainment, and recreation
- What social activities, clubs, and events are available within the retirement village?
- Are there opportunities for entertainment, outings, and diverse recreational activities?
- Does the community feature entertainment facilities?
- Is there transport available for shopping, appointments, and outings?
Health and fitness
- What fitness facilities and wellness programs does the retirement village offer?
- Are there classes, gyms, or exercise spaces tailored to different fitness levels and interests?
Dining and meals
- What dining options are available within the retirement village?
- Are there communal dining areas, restaurants, or meal plans offered?
- Are there restaurants and eateries that are easy to access in the local area?
Medical assistance
- What medical services or facilities are provided within or near the retirement village?
- Are there provisions for healthcare support and emergency response systems?
- Are there pharmacy prescription arrangements?
- Are there arrangements for allied health services?
Exiting
- What are the procedures and costs involved in leaving the retirement village?
- Are there specific conditions or timeframes outlined for exiting?
- Is there assistance available for selling the property?
Overall design
- Do you want to live in a community with stand-alone homes, apartments, or a mixture of living options?
- How are the homes and apartments designed in terms of layout, accessibility, and comfort?
- Do the size and layout of the homes meet your requirements? (i.e. number of bedrooms, garage, outdoor spaces)
- Is there a parking space or garage for your car?
- Is there parking for visitors?
Gardens and outdoor spaces
- Are there well-maintained gardens, walking paths, or outdoor areas for relaxation and socialising?
- How accessible and inviting are the outdoor spaces?
Security
- What security measures are in place within the retirement village?
- Is there 24/7 security, surveillance systems, or gated access?
- Is there an emergency call system available for residents?
- Are there special security arrangements for when residents go on holiday?
Domestic services
- Are there services available for household chores, cleaning, and maintenance?
- How accessible are domestic assistance services for residents?
Personal care
- Is there an onsite hairdresser or salon?
- Are there options for personal care services such as grooming, laundry, or errands?
- What level of support is available for daily living activities?
Home maintenance
- How are home repairs and maintenance handled within the retirement village?
- Is the landscaping and gardening taken care of for you?
- Can you grow plants and flowers of your choice?
- Are you allowed to make home modifications?
- Is there a clear process for addressing maintenance issues?
Pets
- What are the policies and facilities for pet ownership within the retirement village?
- Are there any restrictions or designated areas for pets?
Friends, family, and visitors
- What are the policies regarding family visits and overnight guests?
- Are there specific guidelines or limitations for visitors?
Navigating the retirement village journey involves exploring various facets of community living to find the perfect fit for your lifestyle and needs. By using this comprehensive checklist, you'll be well-equipped to make informed decisions and embark on a fulfilling retirement experience in 2024.
If you’re ready to take the first step, or the next step in your downsizing journey, chat with us or book in a tour of Applewood at 03 8848 1111.