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Balance Retirement & Aged Care Specialists

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Are you looking for Financial Planning or Aged Care / Retirement Planning?

CONTENT

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Up to $500
For Those Who

Understand Aged Care & simply need the outcome of specific scenarios/options calculated. i.e Strategics Scenarios are provided by you, we simply complete the modelling.

What You Receive

No appointment

Print out of requested scenarios showing:

  • Pension entitlement
  • Aged care fees
  • Cash flow – expenditure versus income
  • Future value of assets ( impact on future value of assets)
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Up to $600
For Those Who
  • Want to understand how the aged care rules work, & how they will apply in your specific case
  • Want to know what options are available
  • And what are the outcome of those options – financially
  • Want to make an informed choice of the best way to go, but need help to make that decision
What You Receive

Appointment at your home or office, or our office.

By the end of the appointment you will have:

  • An in depth understanding of what aged care will cost in your particular case
  • Know how much pension you are entitled to recieve.
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Up to $1000
For Those Who

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What You Receive

Appointment at your home or office, or our office.

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Residential Aged Care

What are the financial options when moving into an aged care facility?

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Retirement Living

What are the financial options when moving or downsizing into a Retirement Village or over 55’s Community?

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Home Care

What are the financial benefits of staying home and using government or private home care compared to moving into an aged care facility?

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Pensions

Am I eligible to receive a pension? Am I entitled to more pension?

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Granny Flats

What are the financial benefits of a Granny Flat Right?

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