Balance Retirement & Aged Care Specialists

Balance Retirement & Aged Care Specialists Our clients are seeking options when making choices for their future and we help guide them by providing a number of options to help make their choices easier.

Balance Retirement & Aged Care Specialists have helped Australians for over 25 years with all their financial questions regarding Aged Care, Retirement Villages, Pensions, Granny Flat Rights and Home Care. Balance Retirement & Aged Care Specialists are a family owned and operated financial company that operate Australia wide and that have specialised in financial planning, aged care, retirement vi

llages, pensions, private home care, and estate management for over 21 years. Our role is to help clients navigate through their later stages of life, as everyone’s financial situation is different we use our own system that we have created to show clients the options that they have available to them and how it will affect their personal finances. Call today to have a free phone consultation with one of our specialists to discuss your financial questions about Aged Care, Retirement Living and downsizing, Pensions, Aged Care and Pension forms, and Granny Flat Rights.

Why retirement living needs planning before retirement - If you are planning on downsizing whether into a smaller proper...
23/04/2026

Why retirement living needs planning before retirement - If you are planning on downsizing whether into a smaller property or moving into a retirement village, then this podcast episode featuring Mitch from the Balance team discusses some of the considerations before making this move.

https://open.spotify.com/episode/5jWzlg3a6rbRWu3R7gh4iu?si=YjG76l48ShSAV2WtuIrT-g

The Elephant In The Room Property Podcast | Inside Australian Real Estate · Episode

If you are thinking about if Retirement Villages are an ideal choice for you, come join us at the Cardinal Gilroy Open D...
16/04/2026

If you are thinking about if Retirement Villages are an ideal choice for you, come join us at the Cardinal Gilroy Open Day! Mitchell Hiam from the Balance team will be there to answer all your financial retirement questions. We hope to see you there!.

Are you wondering if Retirement Village are a perfect fit for you? On Friday 22nd May come join the Balance team at the Cardinal Gilroy Retirement Village Open Day! Experience what your retirement options could be with a guided tour of the new Cardinal Gilroy units, facilities and amenities. Mitchel...

Balance will be attending the Central Coast Aged Care Expo soon. We hope to see you there!
18/03/2026

Balance will be attending the Central Coast Aged Care Expo soon. We hope to see you there!

On 25th March, Balance will be attending the Central Coast Aged Care Expo. Come down, ask questions and speak to experts in the Aged Care Community. We hope to see you there! 📅 Wednesday 25th March 2026 🕥 10:00am – 2:00pm 📍Mingara Recreation Club, 12-14 Mingara Drive, Tumbi Umbi For more ...

1st November 2025 brought many changes to residential aged care fees and how the government will funds aged care going f...
16/01/2026

1st November 2025 brought many changes to residential aged care fees and how the government will funds aged care going forward. On 20th January 2026, Mercy Health are hosting a free webinar featuring talks from experts including Balance's own Mitchell Hiam to discuss how these new changes may impact you and your loved ones.

For more information on the webinar, including how to RVSP, go to our website.

On 1 November 2025, the Aged Care Act 2025 introduced significant changes to residential aged care fees and government funding. Mercy Health is hosting a free webinar featuring two industry experts who will break down the new regulations and explain how they may impact both current residential aged....

03/12/2025

Want to learn more about Seniors Living? Now is your last chance to RVSP to the Woolooware Shores Information Session!

If you are looking at potentially downsizing into retirement villages and live in the Hills/North Shore area NSW. Come a...
04/11/2025

If you are looking at potentially downsizing into retirement villages and live in the Hills/North Shore area NSW. Come along as Mitchell from will be discussing the financial aspect and considerations to be considered when moving into retirement villages.

https://keyton.com.au/home/events/lutanda-manor-road-to-retirement

Balance's Mitchell Hiam will be talking at the Unlocking Financial Insights into Smart Retirement Living Information Ses...
06/08/2025

Balance's Mitchell Hiam will be talking at the Unlocking Financial Insights into Smart Retirement Living Information Session at Baptistcare Aminya Village. Click the link for more information.

Are you thinking about your Retirement? Unsure what the next financial step should be? Balance’s own Mitchell Hiam will be talking and answering questions at Aminya Village’s Unlocking Financial Insights into Smarter Retirement Living Information Session. Learn about Retirement Living and Unders...

Are you considering Retirement Living? The upcoming Retirement Living Information session at Bella Vista Haven may give ...
05/08/2025

Are you considering Retirement Living? The upcoming Retirement Living Information session at Bella Vista Haven may give you the answers you need to make that next step.

Are you considering Retirement Living? Are you unsure if Retirement Living is suitable for you? If you are finding yourself asking these questions, you may want to consider attending Bella Vista Haven’s upcoming Retirement Living Information Session on Wednesday 17th September. Understand more abo...

Don't let the idea of moving scare you out of your next phase in life. Learn how it can be very easy to move and reduce ...
10/07/2025

Don't let the idea of moving scare you out of your next phase in life. Learn how it can be very easy to move and reduce the clutter at Levande's Next Chapter Masterclass. Click the link for more information.

Too much stuff holding you back? Get practical advice from Greg & Jodie Burton on how to declutter with less stress and more clarity. How to deal with “too much stuff” Don’t let clutter stop you from making your best move Tips and tricks to right-size effectively 📅 Thursday 07 August 2025 ....

Anyone in Canberra that is interested about possibly entering residential aged care. Balance will be in attendance discu...
22/04/2025

Anyone in Canberra that is interested about possibly entering residential aged care. Balance will be in attendance discussing the new aged care rules in conjunction with Arcare for their home opening in Aranda.
The open day will be held at The Realm hotel in Barton, ACT, next Friday and Saturday.

Address

Level 3, Suite 309, 5 Celebration Drive
Bella Vista, NSW
2153

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+611300556287

Website

Alerts

Be the first to know and let us send you an email when Balance Retirement & Aged Care Specialists posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Balance Retirement & Aged Care Specialists:

Shortcuts

Share

Category