Are you interested in learning more about Senior Living? On December 10th, Woolooware Shores are opening their doors for an information session for people to learn more about the benefits of Senior Living. Tour the Woolooware Shores facility and talk to their amazing team and residents to help understand how Woolooware Shores and Seniors living […]

Talking about our death to a partner or family member is hard thing to do and not pleasant as death is something we prefer did not happen. However, we see many clients who after the death of a partner/spouse were left financially worse off, when it could have been avoided by some discussion and actions […]

Given that most people would prefer to remain at home, the government have decided to increase the subsidy to enable this to happen, which also happens to be cheaper for the government than subsidising residential aged care. The changes to Home Care costs are a significant change compared to the current home care costs. The […]

From the 1st November 2025, new residents moving into residential aged care on a permanent basis will be subject to the new fee structure. Any resident who is permanent prior to the 1st November will be grandfathered under the current rules. Here is a summary of the changes coming 1st November 2025. ACCOMMODATION COSTS Current […]

Centrelink and the Department of Veterans Affairs (DVA) index their means tested pensions on the 20th March and 20th September each year. The changes to both Centrelink and DVA pensions are as follows: Centrelink (Maximum Pension Entitlement) Singles Couples Illness Separated Couple Now ($ per fortnight) $1,178.70 $888.50 each $1,777.00 combined $1,178.70 each $2,357.40 combined […]

Just as Centrelink and the Department of Veterans Affairs index their pensions twice a year, some of the fees charged in residential aged care and home care are also indexed on the same dates (20th March and 20th September each year.). Below are the changes to the fees which are indexed for residential aged care […]

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 about Retirement Living with talks from industry professionals on the following topics: […]

Balance now offers a convenient and cost-effective video appointment Australia wide for people moving into residential aged care. Having helped 30,000 over the past 25 years with retirement village and aged care we wanted to provide a financial service that wouldn’t charge over $2,000 like most financial planners in this space. If your loved one […]

On Saturday 16th November 2024, Wesley Mission are opening their doors at Alan Walker Village for an Open Day. Come explore what your retirement can look like by meeting the welcoming Carlingford community. You’ll be able to see and experience the onsite facilities and local services. The Balance team will also be attending and will […]

In helping our clients move into aged care, on occasions we see their wills to ensure that whatever strategy they adopt to pay for their aged care does not conflict with their testamentary intentions.  However, we frequently come across problems in the will that have not been picked up that may cause a problem after the […]