Balance Retirement & Aged Care Specialists

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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 villages, 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.

This Friday, we will be presenting an Information Session at Anglicare Goodwin Village. We hope to see you there!
02/11/2026

This Friday, we will be presenting an Information Session at Anglicare Goodwin Village. We hope to see you there!

This Friday, Balance and Anglicare Goodwin Village will be hosting an information session talking all things Retirement and Retirement Living. Help get a better perspective on what is best for you and your later life decisions. Spots are limited so RVSP your spot today! đź“… Friday 6th November 2026...

If moving into aged care and you are unsure about the options available, Balance and the team can provide a break down o...
22/10/2026

If moving into aged care and you are unsure about the options available, Balance and the team can provide a break down of all options so you can pick the best outcome for your loved one.

FREE AGED CARE WEBINARWhat happens when a loved one needs aged care?Many families don't realise how complicated the whol...
08/10/2026

FREE AGED CARE WEBINAR

What happens when a loved one needs aged care?

Many families don't realise how complicated the whole process including the financial side of aged care can be.

Join us for our free online webinar:

Aged Care Made Simple – What Every Family Needs to Know

We'll explain:

âś“ Aged-care fees
âś“ The family home
âś“ Centrelink & DVA
âś“ RADs and accommodation costs
âś“ Home care vs residential care
âś“ Common mistakes families make

đź“… Tuesday 3rd November
⏰ 6:30pm - 7:30pm AEDT
đź’» Online via Microsoft Teams

Register for FREE here:

Microsoft Virtual Events Powered by Teams

Balance Retirement & Aged Care Specialists will be attending the upcoming Campbelltown Community Aged Care Expo this Nov...
01/10/2026

Balance Retirement & Aged Care Specialists will be attending the upcoming Campbelltown Community Aged Care Expo this November. We hope to see you there!

Balance will be in attendance at the upcoming Campbelltown Community Aged Care Expo, presented by ACEC. You will be able to talk to the Balance team and have your Aged Care and Retirement questions answered by our experts. Spots are limited, so RSVP today! 📅 Friday 20th November 2026 🕥 10:00am...

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

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

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