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Live the Best Life You Can

Financial Stability - Count Annual Conference

I was privileged to be part of the Panel discussing Aged Care at the recent Count Annual Conference.

At Financial Stability, we are always keen to reduce the complexities surrounding Aged Care, and to tailor-make our recommendations to each individual case.

As an FPA accredited Aged Care specialist, it was an honour to be invited.

SONIA TURKOVIC, CFP®, GradDipFinPlan

Authorised Representative (no. 313205) of Count Financial Limited AFSL No. 227232

Shortage of Advisers Worsens - Planner Numbers Still Sinking (HeraldSun 26.4.22)

Our focus is on service and results, ensuring clients have a clear, transparent understanding of the process. Our advice extends to:

Live the Best Life You Can

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Retirement Aged Care

Financial Stability - Three Phases to Retirement
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Financial Stability - Kaplan Graduation

Graduation delayed due to COVID, but still a very
emotional and fulfulling experience.

Financial Stability - Kaplan Diploma

Feeling very pleased with myself…have just completed my Graduate Diploma of Financial Planning (years before the 1/1/26 FASEA deadline).

Successfully passed exam
in September 2019

How we can help you

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Retirement

Some careful planning in the years leading up to your retirement can make all the difference in the quality of your retirement living. Financial Stability can help you make the most of your available assets by helping you plan...

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Redundancy

Being faced with a redundancy can be daunting for many reasons, not the least of them being financial concerns. Some considerations are: Whether your payment is correct? How Centrelink may be able to help...

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Aged Care

Whether you’re planning for your own Aged Care, or for that of a loved one, the process can be stressful and extremely complex. Will I have to sell my house? Will I be able to afford the fees? Is there any way I can reduce the fees?

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Family Separation

Circumstances change, and family and relationships can also change. Besides the emotional drain this can cause, there are legal and financial ramifications. Just as important...

Latest news

Preparing for the aged care conversation. What information you’ll need, why you need it, and how to find it.

Preparing for the aged care conversation. What information you’ll need, why you need it, and how to find it.

As your loved one starts to consider residential aged care, the transition can seem overwhelming. This can be a difficult time for all involved and filling out forms or obtaining documents may be the last thing you want to do. However, your financial adviser can help. Whether the…
Shortage of Advisers Worsens - Planner Numbers Still Sinking (HeraldSun 26.4.22)

Shortage of Advisers Worsens - Planner Numbers Still Sinking (HeraldSun 26.4.22)

In 2018, there were 28,000 Financial Advisers across Australia.  By July this year, the numbers are likely to sink below 17,000!!!!! At Financial Stability, we still have capacity for a limited number of clients – but you need to get in quick! If your Financial Adviser has retired,…
Some Retirees Might Now Be Eligible

Some Retirees Might Now Be Eligible

Some Retirees might now be eligible… In addition to Centrelink Age Pension, Disability Support Pension and Carer Payments increasing from 20 March 2022 – maximum Single Pension will be $987.60 p.f., and $1,488.80 p.f. per Couple… …The Asset limit has also increased!   For a couple, the asset limit…

What our clients say

Financial Stability - Sonia Turkovic

Advisor Ratings

Sonia has been in financial planning for almost 30 years. During that time, she has dealt with a vast range of clients, ranging from those who wish to consolidate their various super funds and ensure they have enough insurance to protect their lifestyle, as well as pre and post retirees with Centrelink and Aged Care issues, which they need resolved, in a caring manner.

Latest Review on Advisor Ratings

I want to thank Sonia Turkovic on the excellent financial and personal service and advice she has provided to me over the past 7 years and more recently where she was there again to guide and support me in connection with changes to my personal circumstances. Sonia has always been responsive and answered all my questions. I was never left wondering what was to happen next, which makes a difficult process like superannuation and taxation relatively stress and worry free. Sonia has had many years’ experience in the financial advisory/planning profession and she continually upgrades her qualifications so that she can give the best possible advice to her clients. Sonia is knowledgeable, always professional and acts with integrity and honesty. Sonia is empathetic and practices client focused customer service. She makes recommendations based on what is best for the client and not whether the financial gains are greater. I would have no hesitation in recommending Sonia Turkovic and Financial Stability to all my business colleagues, friends and family.

Teresa Lamanna from PASCOE VALE
5/5