Eric is the founder & principal of Balance Aged Care Specialists, & was the pioneer of aged care planning in Australia.

He has had 37 years experience in the financial industry, 18 years as a financial planner, & 19 years as a specialist Aged Care Specialist.

Eric is passionate about helping people to understand their financial choices to ensure they make informed decisions which allows them to take control of their financial future with confidence. Eric will go out of his way to make sure his clients understand what their options are, what the risks are, & the likely implications of their actions, both positive & negative. The reason he chose “Balance” as the name of his business (he feels everyone needs to have a balanced view) Therefore his role is usually that of financial coach.

Carol came to Balance Retirement & Aged Care Specialists after 15 years as a Senior Para Planner with NRMA Financial Planning and Clearview. Carol has a degree in Mathematics, and the Diploma of Financial Planning and has incredible technical skills and knowledge, a talent required for the rigors of Aged Care.

We are thrilled to have Carol work with us, as I know she will bring the warmth and compassion needed to help our clients through this very difficult time.

Carol has now specialised in Aged Care for 5 years.

Vesna brings a warm and caring approach to her work, being an Aged Care Specialist, requires the empathy to know that the family are often feeling quite anxious and stressed at the prospect of putting someone they care about into an aged care facility.

Vesna is very skilled at putting people at ease, and helping them through this difficult time.

We frequently receive phone calls from our clients thanking us for sending Vesna to help them, telling us she is very compassionate and understanding. She has completed the requirements to provide financial advice, as well as rigorous training in aged care, and is competent and capable to solve just about any problem.

Vesna has now specialised in aged care for more than 10 years.

Michael works a our Senior Aged Care Specialist and is a wonderful asset to the team having 30 years’ experience as a Financial Adviser with ANZ, a Regional Manager of Financial Advisers with the Commonwealth Bank and Management of Financial Advisers with Clearview

Susan is the office manager for Balance Retirement and Age Care Specialists and is the one who holds it all together and organises us all. Susan is literally indespensible.

Her background was in the very demanding field of retail, where she was well known and highly regarded for her excellent organisation skills.