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sonia@financialstability.com.au
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Live the Best Life You Can

Financial Stability - Shortage of Advisers Worsens

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

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

  • Financial planning advice and implementation;
  • Pre and Post retirement planning and implementation;
  • Redundancy advice;
  • Aged Care specialist;
  • Superannuation planning;
  • Annuities and income streams;
  • Wealth accumulation strategies;
  • Centrelink;
  • Portfolio management;
  • Inheritance;

Live the Best Life You Can

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Retirement Aged Care

Financial Stability - Three Phases to Retirement
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).

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Financial Stability - FASEA Exam Certificate

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...

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Latest news

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,…
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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…
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You May NOT Be Eligible for the Age Pension, But Do You Qualify for the Commonwealth Seniors Health Card?

You May NOT Be Eligible for the Age Pension, But Do You Qualify for the Commonwealth Seniors Health Card?

To be eligible, you need to meet all the following conditions. You must: be Age Pension age or older meet residence rules not be getting a payment from us or the Department of Veterans’ Affairs provide a Tax File Number or be exempt from doing so meet identity…
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What our clients say

Excellent explanation and recommendations.  Thank you Sonia for your excellent service.

V.D. from Point Cook

We love the one on one service. Sonia is very knowledgeable advisor that takes the time to explain everything.

C.H. from Keilor

I am very confident that my financial advisor gives me optimum advice. I refer my clients to her and each one has been very happy with her service. I am a Lawyer.

M.F. from Essendon

We have been clients of Financial Stability for many years, and have been very satisfied with the excellent service, both professional and personal, we have received. Highly recommended.

C.S. from Hoppers Crossing

The personal approach is very much appreciated and the assurance that our super is safely managed is one of the most valuable qualities that Financial Stability provides.

V.G. from Tasmania

I would recommend Financial Stability to anyone I know. Sonia is always available for me, and makes it so easy for me to understand where my money is going and why.

V.H. from Strathmore

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.

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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