How to unlock equity in retirement – a FREE information session on 19 September 2019

Upcoming Events

How to unlock equity in retirement – a FREE information session on 19 September 2019

Upcoming Events

One of the major downsizing considerations is having confidence in your financial future and making sense of retirement living costs. Can you afford to downsize? What are the options? How do you unlock equity to live the lifestyle you desire?

Anyone who is contemplating a downsizing move in future or would like to know how to unlock equity in their retirement are invited to our next information session on Thursday 19 September from 10am-12 noon.

Robert Craven from Affinity Aged Care Financial Services is an independent financial planning expert who assists families to negotiate the complexities of the retirement living and aged care systems.

We are delighted he will be joining us here at Catalina to present on the financial aspects of retirement living and sharing his intimate knowledge of the industry, including:

  • How to unlock equity from your home and maximise finances
  • Understanding the Downsizer Superannuation option
  • Eligibility criteria for the Age Pension
  • Gifting rules and exemptions
  • Retirement village living fees and costs

 

We hope you can join us for this informative event. Booking is essential as spaces do fill up quickly. RSVP by 16 September 2019Book online or call 1300 927 786 to reserve your place. Friends and family are also very welcome to attend.