Taking Advantage of Home Equity Beyond Retirement

$50.00

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SKU: HEB2306WE Category:

Description

Do you have older clients not quite ready to downsize and liquidate assets in the current market? With almost 50% of property equity in Australia held by people aged over 55, now more than ever home equity products are a key strategy to help retirees maximise their retirement. This webinar will present some of the options available for your over 55 clients, and provide a comprehensive overview of 2Be Equity Advantage, an innovative new home equity loan targeted specifically at affluent over 55s – to help them unlock the equity in their property to fund their retirement goals.

Recorded on  23 June 2023
Presented by: Tania Turnbull

$50 (members and non members)

TPB CPD Hours:1 hour

FASEA CPD Hours:  0.75 hours in technical competence, and 0.25 hours in general


Presented by: Tania Turnbull

Experienced marketing executive with 20+years senior experience in financial services sector covering marketing, strategy, customer experience, communications, and digital services. Tania has extensive experience in developing, framing and executing brand, marketing, product and customer experience strategies to achieve significant improvements in business results and engagement.