Future Focus - Auckland

Join us for a glass of wine while you learn how you or your loved ones can transition into your next life phase without the stress and anxiety that comes with life changes, be it retirement, downsizing or moving into residential care.

When: Tuesday 24th September 2024 - 6:00pm

Where: UP Real Estate Herne Bay, 162 Jervois Road, Ponsonby 1011, Auckland

Hosts:

Amelia Wong - Craigs Investment Partners:

• For retirees, generating income can be the most important concern. Amelia will address planning for retirement, options for generating retirement income, and tailoring your investment strategies to your aspirations and goals.

David Simons - UP Real Estate:

• David brings a wealth of real estate expertise. He will answer your questions about the property market cycle, what to look for when downsizing, and top tips for achieving a successful sale and maximising the value of your home.

Anthony Kuran - Haigh Lyon Lawyers:

• Anthony will guide you through the legal aspects of retiring and downsizing, such as safeguarding your assets and ensuring they go where you intend, providing for illness or incapacity, and moving into retirement living or long-term care.

Craigs Investment Partners is a NZX Participant Firm. Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement is available on request and free of charge. Investments are subject to risk and not guaranteed. Please visit craigsip.com.

Click here to view the Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement.

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Host or Publisher Craigs Investment Partners