About

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Encore Transition Advisory was established to bring clarity and structure to high-value principal residence transitions.

Over time, a clear gap became evident.

Homeowners aged 55+ were well supported in selling property, investing proceeds and managing legal processes. Yet very few were guided through the thinking that should happen before downsizing — the order of decisions, the financial boundaries, and the lifestyle considerations that sit between selling a long-held home and moving into the next chapter.

The transaction was handled.

The strategy beforehand often was not.

This firm exists to provide that missing structure.

A $5M+ principal residence transition is rarely just a property decision.

It is often one of the largest financial decisions of later life.
It is also a personal turning point.

For many established homeowners, a significant portion of wealth sits inside the family home. Downsizing is not simply about moving — it involves releasing capital, redefining how you want to live, and making decisions that are difficult to unwind once completed.

Momentum can build quickly once a home is listed or an offer is made.

Clarity needs to come first.

The work is private, measured and considered — designed to protect capital while aligning financial reality with the life you want next.

Encore Transition Advisory operates independently.

No commissions.
No referral incentives.
No product sales.

Clients retain their chosen real estate agents, solicitors, accountants and financial advisers. All legal, tax and investment advice remains with those professionals.

Our role is to provide strategic oversight — ensuring decisions are cohesive, deliberate and financially disciplined throughout the transition.

Engagements are structured and intentionally limited.

Each Strategy Intensive is private and highly personalised. Where appropriate, Transition Oversight extends that clarity into the execution phase.

This is not a volume practice. It is a focused advisory model designed specifically for later-life principal residence transitions where the financial and personal stakes warrant careful thinking.

Craig Jervis
Chief Advisory Officer

Craig works exclusively with homeowners aged 55+ navigating high-value downsizing and principal residence transitions.

His focus is not on facilitating transactions, but on helping individuals and couples think clearly before and during them — establishing financial boundaries, clarifying sequencing and maintaining discipline during periods of significant capital and lifestyle change.

The work is discreet, steady and independent.