BALLAST FINANCIAL PLANNING & ADVICE
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Our financial planning team has an extensive range of wealth accumulation and protection knowledge and are ready to assist you to begin or grow your investment portfolio.
Tom Gregory
Future Medical
YOUR FIRST MEETING WITH US -
After you book a complimentary chat with us, our financial advisor will send through the appropriate forms to ensure that we understand your financial position prior to meeting in person, so you can make the most of your time.
During our meeting, we will discuss our analysis and recommendations based off of your unique circumstances, creating tailored advice for your individual position.
Examples of the questions we may ask can be found on our Financial Checklist which you can download below.
After the meeting, these recommendations will be put into a Statement of Advice for you to look over in your own time to ensure you are happy and confident in our advice before proceeding. Only once you are ready do we move forward and implement our recommendations, giving you a clear, structured pathway toward your lifestyle objectives and long-term financial security.
Our advisor provides bi-annual reviews to ensure your advice stays up-to-date and relevant to your current financial position. We are available by call or email whenever you need, as we understand the importance of having clarity and confidence in your financial future.
Through a combination of deep expertise, sound advice and disciplined strategy, we guide clients toward achieving their lifestyle objectives. No matter which stage of life you are in, we assess your unique position and create a tailor-made strategy that evolves and grows with you.
View our Financial Services Guide
Walk-in, call ahead or book an appointment online to speak directly to a member of our team about how we can assist you.
I owe my entire financial plan and current wealth to the advice and help they've provided along the way.
The team’s skillset is exceptional, they are professional, approachable, friendly and a pleasure to deal with.
Jo & Peter Henderson
HOW WE CAN HELP YOU -
Financial Planning
Our team brings a high level of investment management capability, supported by considered financial advice and robust risk strategies.
Superannuation
At Ballast, superannuation is managed as an integrated part of your overall financial position.
Wealth Creation
Our team of professionals set you up with the most effective structure to best create and manage your individual portfolio.
Risk Insurance
We assist in applying for Life, Total & Permanent Disablement, Income Protection and Trauma
Retirement Planning
We help you arrange your transition to retirement, including Age Pension and income needs.
Debt Planning
We work together to reduce your debt, focusing on debt planning, mortgage planning and interest savings.
Business Services
Our expertise ranges from succession planning, corporate insurance, business expense insurance and key person insurance.
OUR LICENSES
Ballast Financial Planning Corporate Authorised Representative Number: 1261619
Corporate Authorised 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