How Can I Afford to Rightsize?

How can I Afford to Downsize?

With over a decade of experience as a Property Makeover and Change Specialist, Belinda has spent many years helping transform homes and lives. You will find all aspects of Downsizing covered by Belinda and her special guest, Jenny Simmonds, Director / Financial Adviser of Retire by Design, in this podcast, “How Can I Afford to Rightsize?” including Q&A asked by seniors in a friendly, relaxed environment, your home! 

You will learn:

  • Why would you think about Rightsizing now?
  • How do I know if I can afford to Rightsize?
  • How much does it cost to Rightsize?
  • What does a great Financial Planner do? Wouldn’t that my accountant do that?
  • Top tips for doing your Rightsize Home and Financial Freedom & Q&A

Watch How Can I Afford to Rightsize?:

About Jenny Simmonds:

As an experienced and Certified Financial Planner, she is committed to providing her clients with quality straight forward advice and the highest levels of customer service.

She is passionate about helping clients set and achieve their unique retirement lifestyle and financial goals and partnering with them throughout their various retirement planning stages.

She has been in the industry for over 20 years initially building her experience working for various leading fund managers and product providers in diverse and challenging roles including Compliance Manager, Product Project Manager and Technical Manager prior to finding her niche in 2005 providing financial advice to clients on Sydney’s lovely Northern Beaches.

About Belinda:

Belinda Woolrych, author of Rightsize Your Home – The Empty Nester’s Guide to a Stress-Free Downsize – contributes every fortnight Tuesday at 4pm to the community by her Rightsize Your Home Online Workshop

For upcoming Rightsize Your Home Online Workshop and Events, click here.

Disclaimer:

Belinda Woolrych makes no representation and gives no warranty as to the accuracy of the preceding information and does not accept any responsibility for any errors or inaccuracies in, or omissions from, the information contained herein (whether negligent or otherwise) and shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained herein. No listener/workshop attendee shall rely solely on the information contained in this document as it does not purport to be comprehensive or to render specific advice.

This disclaimer does not purport to exclude any warranties implied by law which may not be lawfully excluded. This workshop (which includes any workbook) is only for the use of the intended recipient/s and is confidential and/or privileged. Belinda Woolrych shall not be liable for any errors, omissions, viruses, loss and/or damage arising from using, opening or transmitting this workshop.

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How Can I Afford to Rightsize?

How Can I Afford To Rightsize_

With over a decade of experience as a Property Makeover and Change Specialist, Belinda has spent many years helping transform homes and lives. You will find all aspects of Downsizing covered by Belinda and her special guest, Jenny Simmonds, Director / Financial Adviser of Retire by Design, in this workshop, “How Can I Afford to Rightsize?” including Q&A asked by seniors in a friendly, relaxed environment, your home! This online workshop is FREE.

Details:

Date: June 12, 2020 

Time: 10:00AM – 10:40AM

30 mins information session and 10 mins Q&A

WATCH THE VIDEO HERE

You will learn:

  • Why would you think about Rightsizing now?
  • How do I know if I can afford to Rightsize?
  • How much does it cost to Rightsize?
  • What does a great Financial Planner do? Wouldn’t that my accountant do that?
  • Top tips for doing your Rightsize Home and Financial Freedom & Q&A

About Jenny Simmonds:

As an experienced and Certified Financial Planner, she is committed to providing her clients with quality straight forward advice and the highest levels of customer service.

She is passionate about helping clients set and achieve their unique retirement lifestyle and financial goals and partnering with them throughout their various retirement planning stages.

She has been in the industry for over 20 years initially building her experience working for various leading fund managers and product providers in diverse and challenging roles including Compliance Manager, Product Project Manager and Technical Manager prior to finding her niche in 2005 providing financial advice to clients on Sydney’s lovely Northern Beaches.

About Belinda:

Belinda Woolrych, author of Rightsize Your Home – The Empty Nester’s Guide to a Stress-Free Downsize – contributes every Friday at 10am to the community by her Rightsize Your Home Online Workshop. If you are a community-based seniors group and would like to book Belinda, you can enquire here.

For upcoming Rightsize Your Home Online Workshop and Events, click here.