Selling your home? Make it shine. Join local property expert Matt Hayson and interiors specialist Natalie Fryer to learn: Insights into the property market What to consider when selecting an agent The selling process How to maximise your sale price Preparing your home for sale The professionals’ styling secrets How to make buyers fall in […]

Confused about the real cost of downsizing? Join financial expert Mitch Hiam for this free masterclass and discover: The different downsizing options and their costs Financial benefits and traps for the unwary How your aged pension could be affected How downsizing can supersize your super! 📅 Thursday 03 July 2025 🕥 10:30am – 12:30pm 📍Levande […]

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 🕥 10:30am – […]

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 […]

If both members of a couple are in aged care and one of them were to pass or if one is in care and the other at home (but the one at home passes first) then if they have left assets to the survivor, then the aged care fees for the survivor are highly likely to increase significantly. […]

The proposed changes to aged care fees aired to the public on the 12th of September will bring quite radical change to the aged care system. This will deliver more funding from the Government to the aged care system (which is drastically needed by facilities).  However, it will also cost the residents more money as […]

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) $1,144.40 $862.60 each $1,725.20 combined $1,144.40 each $2,288.80 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 […]