Financial Balance Group

Financial Balance Group We help people in their 50s and 60s thinking of retirement to have confidence their money will last.

We also help families with the financial considerations when entering residential Aged care.

A comfortable retirement starts with knowing where you stand and having a clear strategy for the years ahead. Superannua...
03/09/2026

A comfortable retirement starts with knowing where you stand and having a clear strategy for the years ahead. Superannuation, investments, debt, cash flow and future income all play an important role.

Our retirement planning advice helps you understand how long your savings may last, organise your finances and create a clearer path towards the lifestyle you want. Talk to Financial Balance Group about planning your retirement with confidence.

Financial Balance Group | 📲 0432 673 370
Google Business Profile: https://g.co/kgs/wrRfcRk

28/08/2026

What are the biggest challenges when moving a loved one to aged care?

For many families, this is an unfamiliar system filled with rules, forms, timelines and important decisions that need to be made quickly.

Financial Balance Group
📲 0432 673 370 | 🌐https://financialbalancegroup.com.au/
Google Business Profile: https://g.co/kgs/wrRfcRk

Every family’s aged care situation is different, which is why the right financial strategy needs to consider both immedi...
27/08/2026

Every family’s aged care situation is different, which is why the right financial strategy needs to consider both immediate care costs and longer-term financial security.

Financial Balance Group provides personalised aged care finance solutions covering accommodation payments, ongoing care costs, Centrelink implications, asset structuring and estate considerations. Get professional guidance before making important aged care financial decisions.

Financial Balance Group | 📲 0432 673 370
Google Business Profile: https://g.co/kgs/wrRfcRk

24/08/2026

Why do clients need help with transition to aged care?

When big decisions need to be made quickly, and emotions are already running high, having support from an experienced aged care adviser can help bring clarity and confidence.

Financial Balance Group
📲 0432 673 370 | 🌐https://financialbalancegroup.com.au/
Google Business Profile: https://g.co/kgs/wrRfcRk

Online scams are becoming more sophisticated, making it essential to stay alert when managing your finances and personal...
24/08/2026

Online scams are becoming more sophisticated, making it essential to stay alert when managing your finances and personal information. Criminals often use fake investment opportunities, phishing emails, SMS messages, phone calls, and remote access scams to steal money or sensitive information.

The best defence is to verify who you're dealing with, never rush financial decisions, and protect your personal details. If something seems too good to be true or feels suspicious, it's worth taking the time to check before acting.

🚩 Be wary of high-return, low-risk investment promises.
✔️ Check advisers and companies through ASIC.
📱 Ignore unexpected investment offers.
💻 Never give remote access to your device.
🔐 Avoid clicking links in suspicious emails or texts.
📞 Contact organisations using their official details.
🪪 Keep your personal information secure.
👨👩👧👦 Speak to someone you trust if you feel pressured.

At Financial Balance Group, we believe informed decisions are the foundation of financial security. Book a consultation with Financial Balance Group today.

Financial Balance Group | 📲 0432 673 370
Google Business Profile: https://g.co/kgs/wrRfcRk

Financial advice isn't about products, investment returns, or account balances. It is about people, understanding what's...
22/08/2026

Financial advice isn't about products, investment returns, or account balances.

It is about people, understanding what's important to each person and helping them take away the burden of financial decisions with confidence.

I am privileged with being able to do what I love.

Another 5-star review! 🌟 Financial Balance Group continues to empower clients with personalized financial strategies, en...
22/08/2026

Another 5-star review! 🌟 Financial Balance Group continues to empower clients with personalized financial strategies, ensuring a secure and prosperous future. Thank you for trusting us with your financial planning needs!

The move into residential aged care involves more than simply choosing the right facility. Families may also need to con...
20/08/2026

The move into residential aged care involves more than simply choosing the right facility. Families may also need to consider accommodation payments, aged care fees, Age Pension implications and how financial decisions affect the estate.

Our experienced aged care financial planners help simplify these decisions and provide practical guidance tailored to your family’s circumstances. Financial Balance Group can help you understand the financial pathway ahead.

Financial Balance Group | 📲 0432 673 370
Google Business Profile: https://g.co/kgs/wrRfcRk

Super fund fees are the costs of managing your super account and investments. These fees may cover administration, inves...
17/08/2026

Super fund fees are the costs of managing your super account and investments. These fees may cover administration, investment management, insurance, transactions, and advice. While some fees are deducted directly from your balance, others are taken from investment returns before they reach your account.

Although fees are important, they shouldn't be the only factor when choosing a super fund. The real measure is the value you receive after fees are deducted, including investment performance, services, and insurance.

💰 Super fees cover different services, including account administration, investment management, insurance, and transaction costs.

📄 Not all fees appear as separate transactions, so review both your annual statement and Product Disclosure Statement (PDS).

📈 Small fee differences can have a big impact over time because of compounding.

⚖️ Don't focus on the lowest fees alone. Compare total annual costs, investment performance, insurance, and overall value.

🔍 Compare like-for-like using the same account balance and investment option.

✅ Review your super regularly to ensure your fees, investment option, and insurance still suit your goals.

Financial Balance Group | 📲 0432 673 370
Google Business Profile: https://g.co/kgs/wrRfcRk

Making financial decisions about aged care can feel complex, especially when accommodation costs, ongoing fees, Centreli...
13/08/2026

Making financial decisions about aged care can feel complex, especially when accommodation costs, ongoing fees, Centrelink and the family home all need to be considered.

At Financial Balance Group, we provide specialist aged care financial planner advice to help families understand their options, structure finances appropriately and make informed decisions with greater confidence. Contact us to discuss your family’s aged care needs.

Financial Balance Group | 📲 0432 673 370
Google Business Profile: https://g.co/kgs/wrRfcRk

Address

Level 3, 1096 Doncaster Road
Doncaster East, VIC
3109

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5:45pm
Thursday 9am - 5pm
Friday 9am - 5pm

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