Balance Retirement & Aged Care Specialists - Sydney, Central Coast, Brisbane, Melbourne, Gold Coast, Canberra, Hobart - Bella Vista, New South Wales

Balance Retirement & Aged Care Specialists

Balance Retirement & Aged Care Specialists is a leading financial consultancy firm specializing in retirement and aged care services across Sydney, Central Coast, Brisbane, Melbourne, Gold Coast, Canberra, and Hobart, Australia. Located in Suite 309/5 Celebration Dr, Bella Vista NSW 2153, Australia, the firm is dedicated to helping clients navigate the complex landscape of retirement planning, aged care options, and financial management.

About Balance Retirement & Aged Care Specialists

With a team of experienced financial consultants, the company offers a wide range of services, including financial planning, investment advice, and superannuation consulting. They work closely with clients to develop personalized strategies tailored to their unique needs and goals, ensuring a secure and comfortable retirement. Additionally, Balance Retirement & Aged Care Specialists provide expert guidance on aged care options, helping families make informed decisions about residential or home care solutions.

The firm is known for its compassionate and supportive approach, understanding the emotional challenges associated with retirement and aged care planning. Their commitment to delivering exceptional service has earned them a strong reputation in the industry, with a 5/5 average rating based on 50 reviews on Google My Business.

Key Services and Features

• Financial planning and investment advice
• Superannuation consulting
• Aged care solutions and support
• Comprehensive retirement planning services

Balance Retirement & Aged Care Specialists also prioritize accessibility and inclusiveness, offering online appointments, wheelchair-accessible facilities, and a welcoming environment for clients of all backgrounds, including those in the LGBTQ+ community. The firm is owned by women and highly recommended for those seeking professional guidance in retirement and aged care planning.

To schedule an appointment or learn more about their services, clients can visit the company's website at balanceacs.net.au or call 1300 556 287. With a strong focus on personalized service, expert advice, and client satisfaction, Balance Retirement & Aged Care Specialists is an excellent choice for anyone seeking to secure their financial future and make informed decisions about retirement and aged care.

Additional Information

• Address: Suite 309/5 Celebration Dr, Bella Vista NSW 2153, Australia
• Phone: 1300556287
• Website: balanceacs.net.au
• Specialties: Financial consultant, Financial institution, Financial planner, Investment service, Aged care, Superannuation consultant
• Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended
• Opinions: This company has 50 reviews on Google My Business
• Average opinion: 5/5

👍 Reviews of Balance Retirement & Aged Care Specialists - Sydney, Central Coast, Brisbane, Melbourne, Gold Coast, Canberra, Hobart

Armodee R.

5/5

I dealt with Eric in the Sydney office and he was absolutely amazing, really well versed in all the details and generous in sharing that knowledge. He was also incredibly compassionate and supportive at such a difficult time putting an elderly resident into care and being overwhelmed and baffled by the financials. HIGHLY recommend Balance Retirement to everyone!

Steven B. O. J.

5/5

I have had dealings with Eric on two separate occasions, with both my mother and mother in law. We have also referred several other friends and family. We can only describe our journey prior to meeting Eric as a minefield. It was stressful, to say the least. Eric came back with a number of options and recommendations and helped to guide us through. We will always be grateful.

Mike K.

5/5

Eric provided clearly guidance and information related to some complex issues for a family member. He was able to distill the information and explain it clearly, thus removing the emotional anxiety around dealing with the uncertainty of how to proceed. I would highly recommend Eric and his company.

Michael T.

5/5

I have used Balance Financial Solutions for Aged Care Advice on three occasions. Each experience had been simply first class. Their advisors help educate and navigate the aged care system whilst providing crucial financial advice bespoke to your individual circumstances. I can recommend their services to anyone wanting to navigate the aged care system particularly if you are doing so on behalf of a loved one.

Michelle P.

5/5

My consultant was extremely kind and patient and explained aged care superbly, and depressingly, well. He helped to make the unbearable a little more bearable.

Joan B.

5/5

My siblings and myself are very grateful for the comprehensive and easy to understand presentation provided by Eric Hiam. At the end of the presentation we felt confident in planning for our father's Aged Care costs as we were provided with all the possible options.

monica M.

5/5

Aged Care is a minefield, particularly when it comes to managing funds and options around actual care. The meeting I had with Balance Retirement and Aged Care Specialists gave us clarity and helped to disseminated all the information around structures and options for us to be able to make an informed decision for my mothers ongoing care as she ages.

Sandra Q.

5/5

Carol from Balance was a great help explaining the Aged Care process for moving my mother into a nursing home. She was very informative and patient answering many questions we had, and her presentation was very easy to follow. I highly recommend Balance Retirement & Aged Care Specialists to anyone needing to understand the very complex and confusing aged care process.