Financial Balance Group

28/05/2026

25/05/2026

Tips to prepare for aged care: Documents, Decisions and Aged Care Facilities

Getting ready for aged care involves more than just choosing a facility. It also means having the right documents in place, making clear family decisions, and understanding what to look for before the need becomes urgent.

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

21/05/2026

Retirement isn’t a single moment – and the choices you make today help determine how confidently you’ll step into it. Learn how to make the most of your contribution opportunities.

Read here: https://www.capstonefp.com.au/news/smart-ways-to-grow-your-super-as-you-approach-retirement/

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

18/05/2026

Tips to prepare for aged care: Planning and Assessment

Preparing for aged care can feel overwhelming, especially when families want to make the right decisions at the right time.

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

14/05/2026

To protect your mobile device, be cautious when it comes to connecting to public Wi-Fi and charging stations, QR codes and unfamiliar devices. Reduce your risk with these simple habits.

Read here: https://www.capstonefp.com.au/news/seven-ways-to-protect-your-mobile-phone-from-hackers/

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

11/05/2026

What would you advise regarding wealth transfer to the next generation? [Part 3]

For families navigating aged care, retirement planning, and intergenerational wealth decisions, working with an experienced aged care adviser and financial adviser can make a meaningful difference.

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

07/05/2026

From 1 July 2026, Payday Super changes will require employers to pay super at the same time as wages, rather than quarterly. Learn more.

Read here: https://www.capstonefp.com.au/news/payday-super-changes-what-they-mean-and-how-they-could-boost-super-for-some/

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

04/05/2026

Everyone wants to know how long their money will last, once they retire. There are many factors that will affect this, specifically: individual spending patterns; the way one invests and fluctuations in the market; unexpected expenses; helping the family.

We discuss our clients' plans, goals and priorities, we take an holistic approach, looking at all the factors that may influence longevity of your money. We model realistic projections and design a strategy that ensures that their money last as long as possible. If clients' expectations can not be met, we point it out and help them make sustainable adjustments.

The outcome for our clients - they have more clarity and confidence on what will their retirement look like.



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

04/05/2026

What would you advise regarding wealth transfer to the next generation? [Part 2]

Financial Balance Group continues the conversation around wealth transfer to the next generation, exploring how modern financial pressures are reshaping family planning decisions.

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

27/04/2026

What would you advise regarding wealth transfer to the next generation?

As Australians live longer, families are facing new questions around preserving capital, planning ahead, and balancing retirement needs with legacy goals.

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

27/04/2026

Did you know that you could consider investing the proceeds of the sale of your family home to your super, as a downsizer contribution? Learn more: https://www.capstonefp.com.au/news/downsizing-your-home-understanding-the-downsizer-contribution/



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