Balance are a family owned financial company that operates across Australia for over 25+ years and specialises in aged care, retirement, and pensions. We are a mobile company and offer appointments either by video nationwide or face to face in NSW between Hunter Valley, Newcastle, Central Coast, Sydney, Greater Sydney, Northern Beaches, Sutherland Shire, Blue Mountains and Wollongong.
We help with financial modelling to find the best way to pay for residential aged care (paying a bigger bond, selling/keeping/renting the home, reducing costs when moving into aged care) or when downsizing and comparing retirement villages.
We also offer aged care placement services to find a home that suits your loved ones care needs, financial needs and geographic needs. If you also require Centrelink and Department of Veterans Affairs assistance including pension applications, updates and claims, we are able to help.
Please call for your free initial phone consultation so we can answer any questions you may have and advise you on the price for our appointments depending on the service you need.
