OUR STORY
Established in 1996, Ballast is an Australian financial services group built on a simple belief that a connected financial approach leads to better outcomes for our clients.
From the early days, we understood that our clients needed more than just traditional financial services. We set out to provide a fully integrated solution that could support their immediate day-to-day needs while also helping them build and protect long-term wealth.
This vision led to the creation of Ballast Group of Companies. Over the years, we have expanded to include dedicated Accounting, Financial Planning, and Superannuation divisions, enabling us to manage all of our clients’ business and financial needs under one roof, through one trusted team.
One Group.
One Strategy.
One Client Experience.
OUR APPROACH
1. CLARIFY
We begin by developing a deep understanding of your complete financial position, your objectives and priorities.
2. COORDINATE
Once your position is clarified, our team shares information internally to create one holistic and integrated strategy.
3. CONSTRUCT
Our team puts your strategy into action; continuing to coordinate internally to ensure a methodical and aligned approach.
4. CONTINUE
We provide ongoing visibility, review and refinement as circumstances change, ensuring your strategy remains relevant and effective to your daily life.
OUR MISSION
We're here to help people build lives they're proud of
Ballast Group of Companies brings clarity to complexity and supports clients with clear, well-considered guidance at each stage of life. By bringing together Financial Planning, Accounting and Superannuation, we create a unified platform where each discipline informs and strengthens the next.
Our collective experience spans decades, across a team of specialists who understand not only their own field, but how it connects to the bigger picture.
At Ballast, we believe life should be fully embraced and experienced, which is why we are dedicated to building each of our clients a structure that gives them the freedom to move forward with certainty and confidence.
OUR COMMUNITY
We make a meaningful difference for our clients and our community
Over our 30 years, Ballast has proudly supported the local community in order to make a meaningful difference outside of our organisation.
Ballast has engaged in charitable donations with Guide Dogs WA and the Asthma Foundation. We are long-standing sponsors of the local Hockey Club and a more recent sponsor of the HCMC. Our wonderful team has also volunteered their time through initiatives such as Ronald McDonald House.
Building strong relationships and making a positive impact has always been an important part of who we are. We look forward to continuing our commitment to the community for many years to come.
OUR LICENSES
Ballast Financial Planning Corporate Authorised Representative Number: 1261619
Corporate Authourised Representative of ADs Advisory Services Pty Ltd Australian Financial Services License Number: 237058
Ballast Accountants Pty Ltd Registered - Tax Agent Number: 76473006 - BAS Agent Number: 26233797