Take the Stress Out of Your Next Chapter: A Free SESSION to Downsizing with Confidence.
Join local experts for morning tea at Mount Gravatt Bowls Club to simplify your move, maximize your retirement funds, and reclaim your lifestyle.
Wednesday 4th March, 10am - 11:30am
Mount Gravatt Bowls Club 1873 Logan Rd, Upper Mount Gravatt QLD
Downsizing Made Easy
Downsizing is more than just moving house. It is a major life transition that comes with important financial decisions, practical considerations, and emotional moments. The good news is you don’t have to navigate it alone.
Join us for a friendly and informative morning where local experts will guide you through the key steps of downsizing, from financial planning and property decisions to preparing your home and managing the move itself.
Over morning tea we will cover
How to protect your pension and maximize your super when you sell.
How to prepare your home for sale and achieve the best outcome
Secrets to decluttering years of memories without the overwhelm.
Helpful tips to make buying and selling simpler and less stressful
Time for your questions in a relaxed, supportive environment
This is a chance to gain clarity, confidence, and practical guidance for the journey ahead.
Meet Your Speakers
Greg Anderson
Director & Retirement Planner, Delport & Anderson
Greg is the Principal of Delport & Anderson Pty Ltd and has been an accredited Financial Planner for 24 years. With a deep expertise in Retirement Planning, Greg specialises in helping clients aged 55 and over navigate all aspects of this important life transition. His knowledge of Superannuation, Tax, and Centrelink Rules is widely recognised, and he is known for walking alongside his clients every step of the way as they plan for a secure and fulfilling retirement.
Greg holds an Advanced Diploma of Financial Planning from Deakin University and is an Accredited Advice Practitioner with the Financial Advice Association of Australia (FAAA). His dedication to his clients’ financial well-being and his extensive industry knowledge makes him a trusted guide through the complexities of retirement planning.
Trish Symons
Founder, Your Besties Services
Giving back isn’t just a service, it’s a way of life for Trish. With many years experience in finance and small business, Trish has a servant heart and a deep desire to support others so that no one has to go it alone.
Trish is a member of the Salvation Army Church, a portion of the business profits will be donated to the Salvos. She also enjoys playing the Bass Guitar and spending time with her family.
Her favourite motto is:
Dare to reach your hand into the darkness and bring another into the light….(Norm Rice)
Joel Ruge
Principal, New Style Property Group
Joel has been in Real Estate for 17 years and bought his first home at 20 years old.
He loves helping people to buy, sell, lease and present their properties for a great outcome. He loves that each day is different and that he has the privilege of sharing some of the most important times in people’s lives with them – upgrading, downsizing and investing for the future. He is married to Ashleigh and they have two adorable daughters. Business, family and actively working in his church keeps him very busy!
Who This Event is For
This event is ideal if you are:
– Considering downsizing now or in the future
– Wanting to understand your financial position and options
– Feeling unsure where to start or what steps to take
– Looking for trusted local professionals to guide you
– Wanting to make your next move simpler and less stressful
Join us for a relaxed morning of guidance and support
Wednesday 4th March, 10am - 11:30am Mount Gravatt Bowls Club
Coming with a loved one? Feel free to register a seat for your son, daughter, or a friend so you can learn together.
Enjoy a cuppa, meet local experts, and leave feeling informed, supported, and ready for your next step.
Register below to secure your place.
Capacity is limited to 40 guests to ensure everyone’s questions can be answered. Reserve your spot today.