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 20 years in the South West area. 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.
Some of the examples of questions that we help answer for our clients are:
- Do I have to sell my home when moving into aged care?
- How can I maximize my pension?
- Is mum or dad going to be supported or unsupported when moving into aged care?
- Should I get additional private care instead of moving mum or dad into an aged care facility?
- What happens and how do we afford it when one member of a couple moves into an aged care facility either from their home or Retirement Village?
- What other options do we have to finance the move into a retirement village or aged care facility?
- How does Probate work and can someone help me set this up?
With over 100+ years combined experience in finance we have mobile specialists that can come to you throughout the South West area. For further information regarding our services or to answer any questions please have a look below or call today for your FREE phone consultation on 1300 556 287.