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FINANCIAL PLANNING

At Ballast, we focus on helping you turn financial opportunities into meaningful, lasting outcomes.

 

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.

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. The result is a clear, structured pathway toward your lifestyle objectives and long-term financial security.

Let us do what we do best and give you clarity and control over your financial position, so you can make it count.

View our Financial Services Guide

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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

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ADDRESS

9/233 Berrigan Drive, Jandakot WA 6164

PO Box 5143, South Lake WA 6964

OPENING HOURS

MONDAY - FRIDAY 8:30am - 5:00pm SATURDAY - SUNDAY Closed

After hours appointments available on request

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CONTACT

enquiries@ballast.com.au

(08) 9417 4727

IMPORTANT INFORMATION

This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information.

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