Financial Balance Group

Financial Balance Group We help people in their 50s and 60s thinking of retirement to have confidence their money will last.

We also help families with the financial considerations when entering residential Aged care.

15/06/2026

Aged Care Preparation Tips | Respite Care, Centrelink and Professional Help
#2: Why Centrelink Records Must Be Up to Date

When preparing for aged care, one detail that families often overlook is making sure Centrelink records are accurate and up to date.

Financial Balance Group
Google Business Profile: https://g.co/kgs/wrRfcRk
๐Ÿ“ฒ 0432 673 370

Planning for retirement doesn't have to be complicated.The key is understanding the lifestyle you want and taking practi...
12/06/2026

Planning for retirement doesn't have to be complicated.

The key is understanding the lifestyle you want and taking practical steps today to help make it happen tomorrow.

Some strategies worth considering include:
Reviewing your super contributions
Checking your investment strategy
Exploring a Transition to Retirement pension
Diversifying your investments
Considering whether downsizing could strengthen your retirement position

The sooner you start planning, the more options you may have when it's time to retire. A well-structured retirement plan can help you build confidence and work towards the lifestyle you've envisioned.


Financial Balance Group | ๐Ÿ“ฒ 0432 673 370
Google Business Profile: https://g.co/kgs/wrRfcRk

08/06/2026

Aged Care Preparation Tips | Respite Care, Centrelink and Professional Help
#1: Respite Care Before Permanent Aged Care Placement

Thinking about aged care for a loved one can feel overwhelming, especially when permanent care is not yet confirmed.

01/06/2026

Tips to prepare for aged care: Respite Centrelink and Professionals

Preparing for aged care can feel overwhelming, especially when families are trying to understand respite care, Centrelink requirements and the right time to seek professional help.

Financial Balance Group
Google Business Profile: https://g.co/kgs/wrRfcRk
๐Ÿ“ฒ 0432 673 370

28/05/2026
25/05/2026

Tips to prepare for aged care: Documents, Decisions and Aged Care Facilities

Getting ready for aged care involves more than just choosing a facility. It also means having the right documents in place, making clear family decisions, and understanding what to look for before the need becomes urgent.

Financial Balance Group
Google Business Profile: https://g.co/kgs/wrRfcRk
๐Ÿ“ฒ 0432 673 370

18/05/2026

Tips to prepare for aged care: Planning and Assessment

Preparing for aged care can feel overwhelming, especially when families want to make the right decisions at the right time.

Financial Balance Group
Google Business Profile: https://g.co/kgs/wrRfcRk
๐Ÿ“ฒ 0432 673 370

11/05/2026

What would you advise regarding wealth transfer to the next generation? [Part 3]

For families navigating aged care, retirement planning, and intergenerational wealth decisions, working with an experienced aged care adviser and financial adviser can make a meaningful difference.

Financial Balance Group
Google Business Profile: https://g.co/kgs/wrRfcRk
๐Ÿ“ฒ 0432 673 370

Address

Level 3, 1096 Doncaster Road
Doncaster East, VIC
3109

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5:45pm
Thursday 9am - 5pm
Friday 9am - 5pm

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