Arrival 1-1.30pm – Registration & Light refreshments
Key note speakers –
Associate Professor Joanne Earl (Jo) “Downsizing from a Psychological Point of View”
Downsizing (or rightsizing as it’s called now) is a difficult decision often thought of
as an economic or financial decision but, as they say, “home is where the heart
is”. Jo will talk about her research into downsizing from a psychological point of
view. Jo’s presentation will cover:
Where did people move?
Key reasons people downsize
Managing the transition
Sources of regret and how to avoid them
Nick Lloyd – Principal of ITL Financial Planning
“Financial Considerations & The New Rules & Incentives for Downsizers’’
Hear from a financial advisor on the incentives to downsize the government has
introduced from 1st July this year and how they impact you.
Jo Carmichael – Professional organizer & owner of All Sorted Out
“Decluttering and the Furniture Dilemma”
Working closely with Coco Republic, Jo will take you through the simple steps of
sorting through your special treasures to help make your move a positive one.
David Gordon – Fox & Staniland
Director & Head of Property, Commercial & Estates
“Testamentary Trust Wills”
Conclusion
Opportunity to speak with representatives from local area Downsizing Options
including The Landings, Apartments & Villas, Greenwood Aged Care, Eden Ridge
All family and friends are welcome
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Consistently the highest selling agency on the Upper North Shore with six offices from Roseville to Pennant Hills, David and Charles set out to expand their unique brand of success to the Northern Beaches in July 2024. Since launching on the Northern Beaches, with offices in Manly and Mona Vale, … Read more