Balance Retirement & Aged Care Specialists - Financial Specialists - Servicing Australia Wide
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Balance Aged Care Specialists
Overview
Balance Retirement & Aged Care Specialists are a family owned and operated financial company that have specialised 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 can also provide a concierge service if you are needing to sell or rent the home, needing trusts or reviewing wills and estates, help to find an aged care home through aged care placement, or a flat fee probate service.
We have mobile specialists across NSW, ACT, QLD and TAS that can come to you or we can use video technology to conduct meetings which is discounted from our face to face price all across Australia.
Advisors & Professional Services
- Available across Australia
- Advocacy
- Financial advisors
- Financial services
- Aged care consulting
- Aged care costs & fees
- Centrelink / DVA forms
- Financial counselling
- Financial planning
- Retirement planning
- Understanding pensions
- Industry services
- Estate planning
- Investment options
- Retirement funding
- Superannuation
- Independent living support
- Information services
- Placement consultants
- Real estate & moving
Map
Reviews
Provider ID: 37111
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