Helping people is a cornerstone of what we do at The Henry Wong Team®. We love to set people on an easy path to their next chapter in life, guiding them in making the right decisions for their future.
One of the largest groups of people we’ve helped over the years have been downsizers. We’ve guided countless people as they move from a larger property to a smaller, more manageable home or into retirement living.
We’ve learned a lot about downsizing along the way, and now we want to share it with you, for free! What’s more, we’re bringing some friends – professionals working in this space with the knowledge and the power to help make your transition so much easier.
With that said, we’re very proud to present to you:
The Downsizer’s Journey: Navigating Life’s Next Chapter
This is a sit-down event with limited spaces, so please book your spot by following this link. The time and location details are as follows:
Date: 14 November 2024
Time: 10am – 11:30am
Location: Pacific Golf Club, 430 Pine Mountain Rd, Carindale
Morning tea will be provided at no cost, and there will be four speakers at the event. Each one is a qualified professional in a sector that is very relevant to people thinking about starting their downsizing journey. Let’s take a look at who you will be hearing from on the day:
Henry Wong
Licensed Real Estate Agent, Head of The Henry Wong Team® at REmax Revolution
Katrina Robbins
Financial Planner at Wealth Architects
Pete Galea
Estate Lawyer from Meridian Private Advisory
Chris Wells
Head of Sales at Invocare Prepaid Funerals
What You Can Expect From the Event
As we age, life brings with it new challenges and opportunities. The big family home can get a little hard to manage, and now that the kids have left the nest there’s a lot of unused space. This prompts the discussion of downsizing, and whether it’s you or your parents thinking about it, there are many emotional, financial and practical considerations to make.
In this event, we will present information to help you deal with those considerations. Some of the topics we’ll be tackling include, but aren’t limited to:
- How Does Selling Your Home Impact Your Pension and Superannuation?
Your family home is a key financial asset. What impact will selling it have on your pension entitlements and superannuation? This will all be discussed in the financial planning presentation.
- Should You Update Your Will and Enduring Power of Attorney?
You’ve thought about changing your living situation, but what about revisiting your legal documents such as wills and power of attorney? We’ll cover whether this is something you should be considering, and how to go about it.
- What to Fix in Your Home to Get the Best Price—Does the Agent You Choose Really Matter?
Getting the maximum returns possible on your family home will help set up a comfortable downsizing journey. We’ll offer insights into how to update your home to get the best price possible, while discussing the importance of choosing the right agent.
- Why Do Some People Consider Prepaid Funerals as They Get Older?
Planning for the future also involves addressing difficult topics, like funerals. We’ll talk about why prepaid funerals are becoming more popular, and the peace of mind they offer.
- How to Have Tough Family Conversations and Avoid Conflicts Over Wills and Inheritance
Family dynamics always seem to get a little bit more complicated when the discussions turns to wills and inheritance. We’ll provide guidance on how to approach these sensitive topics with your family in a manner that promotes understanding rather than conflict.
Secure Your Spot
Seats are limited for this free event and they’re filling up quickly. Don’t miss out on the opportunity to prepare yourself and your family for the next chapter of life.
Follow this link and join us at the Pacific Golf Club for a morning of valuable insights, peace of mind, and support!
We’re excited to see you there and provide you with information to guide you through your downsizing journey!
