Financial Stability

26/03/2023

I was privileged to be part of the Panel discussing Aged Care at the recent Count Annual Conference.

At Financial Stability, we are always keen to reduce the complexities surrounding Aged Care, and to tailor-make our recommendations to each individual case.

As an FPA accredited Aged Care specialist, it was an honour to be invited.

SONIA TURKOVIC, CFP®, GradDipFinPlan
Authorised Representative (no. 313205) of Count Financial Limited AFSL No. 227232

07/06/2022

Graduation delayed due to COVID, but still a very emotional and fulfulling experience

28/04/2022

Shortage of Advisers Worsens - Planner Numbers Still Sinking (HeraldSun 26.4.22)
In 2018, there were 28,000 Financial Advisers Across Australia. By July this year, the numbers are likely to sink below 17,000!!!! - Read more - https://www.financialstability.com.au/shortage-of-advisers-worsens-planner-numbers-still-sinking-heraldsun-26-4-22/

17/03/2022

Some retirees might now be eligible.
In addition to Centrelink Age Pension, Disability Support Pension and Carer Payments increasing from 20 March 2022 - Find out more https://www.financialstability.com.au/some-retirees-might-now-be-eligible/

07/03/2022

You may NOT be Eligible for the Age Pension, but do you qualify for the Commonwealth Seniors Health Card? Find out more https://www.financialstability.com.au/you-may-not-be-eligible-for-the-age-pension-but-do-you-qualify-for-the-commonwealth-seniors-health-card/

17/02/2022

At what age can you get the Pension in Australia ?

Currently the Age Pension age is 66.5, however this will gradually increase to 67.

It is based on your date of birth.

If you were born between:

1 January 1954 to 30 June 1955 66 years
1 July 1955 to 31 December 1956 66 years and 6 months
On or after 1 January 1957 67 years

To be eligible to receive the Age Pension you must also meet the income and assets tests.

Consider an initial general appointment with Financial Stability, who will explain the various requirements, and establish if you are eligible.
Contact us on 03 9383 1112 for an appointment. (Zoom appointments also available).

13/12/2021

The team at Financial Stability wish you and your loved ones a very merry Christmas, and may 2022 be filled with health and happiness.

Our office will be closed from Christmas Eve, reopening Monday, 31 January 2022.

05/11/2021

Feeling over the moon……

Just received the results of our independent CATScan Client Satisfaction Survey…

100% of clients (YES, 100%!!!) said they would refer us to their family and friends.

AND, we scored in the top quartile in ALL Key Performance Indicators.

18/10/2021

Organising Aged Care for loved ones can be confusing, and emotionally and financially draining. This video will help. Give us a call: (03) 9383 1112

21/09/2021

Do I have to sell my house?

Moving into residential care is stressful enough, without thinking you are forced to sell your former home. Some people may find it hard to part with their home or may not be ready to sell. But do you have to sell? Or is that just a misunderstood myth?

It is true that you may be faced with paying hundreds of thousands of dollars for a room. But you could “rent” instead of “buy”. So, what are your choices? And how do they work?

We have helped clients with navigating the maze and can help you too. Call us on 03 9383 1112 to access advice today. Click here to read our article Moving into care – https://www.financialstability.com.au/moving-into-care-do-i-have-to-sell-my-home/

Financial Stability offers professional financial planning advice to help you crystalise your future and take control...

19/04/2021

Feeling very pleased with myself! I've now completed my Graduate Diploma of Financial Planning (years before the 1/1/26 FASEA deadline).

10/03/2021

Aged Care is a highly complex area, which, when mixed with heightened emotions, and angst, creates so much uncertainty, and confusion.

This can lead to costly decisions being made, at a time when loved ones, and their Carers, are possibly in one of the most stressful situations of their lives.

We're pleased to announce Sonia Turkovic has been accredited by the FPA, as a Specialist Aged Care adviser.