Balance Retirement & Aged Care Specialists are a privately owned financial company that have specialized in financial planning, aged care, retirement villages, private home care, and estate management for over 15 years. Our role is to help clients navigate through their later stages of life, as everyone's financial situation is unique. We use our own software that we created to easily show our clients the options that they have available to them and how it will affect their personal finances. We understand that clients want options when making decisions about their future and we help guide them by providing financial outcomes of those options to help make their decisions easier.
We can help you regarding all matters aged care including
- Am I going to be Supported or an Unsupported resident?
- Do I pay a RAD, DAP or Both?
- How am I going to pay for Aged Care & can I minimise the fee’s?
- Can I maximise my pension?
- Can someone help me fill out the Centrelink/DVA forms?
- Are there facilities that can cater to my needs?
- Can I get help with my estate, so my family have one less thing to worry about?
- Can someone show me the different financial choices I have?
Call 1300 556 287 for your free phone consultation.
We have mobile specialists across NSW, ACT, QLD and TAS that can come to you or we can use video technology to conduct meetings.
Due to the current Corona Virus COVID-19 pandemic, Balance Aged Care Specialists are now offering clients the option of alternative ways of appointments including by video appointments by way of Skype, Facebook, Google Hangouts, or Zoom as well as the traditional face to face meetings. We are giving our clients the option of reducing the number of interactions while moving into an aged care facility or retirement village and staying safe during this time.