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Live the Best Life You Can

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;

Client Value Proposition

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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 and execute...

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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 to bridge the gap...

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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

What Timing!

What Timing!

I thought I would share with you my personal experience over the last few months. Once our children married and left home, we realised our home of 37 years was too big, and we started to think about downsizing.  It’s a 4 bedroom, comfortable home with a pool…
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Super Funds

Super Funds

Creating your investment portfolio by making contributions to a superannuation fund can be one of the most effective ways to save for your retirement. What is a superannuation fund? A superannuation fund is a long-term investment which is designed to help you to save money during your working…
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Contributing to Super

Contributing to Super

Superannuation is arguably the most tax-effective way to save for your retirement, as contributions and withdrawals are taxed at a concessional rate. But with so much jargon about the different methods of contribution limits and restrictions, it can be hard to know what’s best for you. We have…
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What our clients say

We value the personal approach and the constant ongoing review of investments and retirement funds.

M.M. from Ormond

Over the years I have built a wonderful rapport with Sonia. She has become a trusted friend. She has listened to my concerns and built my portfolio to meet my needs. Have recommended Sonia to family and friends.

C.Mc. from Hoppers Crossing

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

Not knowing how to use the stock market etc. Financial Stability were the best in helping save our money through the ups and downs of a very difficult money market and always there if one had a question.

M.C. from Keysborough

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

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

V.D. from Point Cook

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