Retirement Villages: Advising on the Wisdom of the Transaction (On Demand)

Recorded Seminar 2 CPD Hrs
Your desk or on your portable device


Retirement villages, one of the fastest growing industries in New Zealand, may also be one of the most problematic when advising clients making the move. This On Demand seminar considers some of the areas where lawyers need to be especially vigilant when giving advice to clients and will provide insights into how best to engage with clients in order to protect their interests.

Learning Outcomes:

  • Gain insights into how best to engage with clients, assess their particular circumstances both financial and personal, and tailor your advice to suit them.
  • Learn more about some of the areas where agreements between providers may vary and how to be sure that these are taken into account when providing advice as well as the core provisions that need to be carefully considered when assisting clients.
  • Understand better the possible contingencies that may arise once a client enters into a retirement village and how advice at an early stage can avoid problems later. 

Who should view?

All those who advise or may in the future advise clients on retirement villages. Those practitioners who practise elder law may also find the seminar useful. 


Order timeframe

Access details will be delivered via email within 15 minutes.


Megan Bawden
WRMK Lawyers

Megan, a Director at WRMK, graduated with a LLB(Hons) in 2006 from the University of Auckland as a Senior Scholar in Law. Before she became a lawyer, Megan worked as a registered nurse and independent consultant in the Northland health sector.

She has retained a particular interest in medico-legal matters and health sector contracting, retirement villages and other “elder law” issues. Her practice also includes business and company matters, contract negotiations and drafting, property transactions, leases, and sale and purchase of businesses.

Megan is currently studying towards a Master of Bioethics and Health Law from the University of Otago.

Glen Low
Franklin Law

Glen is a partner of Franklin Law where he leads the commercial property team. 

Glen has extensive experience in advising residents entering into occupation licences and an in depth knowledge of the regulatory environment in which retirement villages operate.

Glen gives frequent public presentations on matters of legal interest and participates in the Retirement Villages Commission for Financial Capability Seminars.


Troy Churton
National Manager (Retirement Villages), Commission for Financial Capability