Hear From Our Clients
Case Studies
Ballast Group of Companies brings together accounting, financial planning and superannuation management into one, integrated strategy that works to benefit our clients.
However, it can sometimes be difficult to see how this approach would actually benefit you. It’s one thing to describe how our services work together; it’s another to see the tangible difference our approach can make in someone’s life. That's why we have decided to share a selection of real-world case studies of Ballast success stories. These practical examples demonstrate how Ballast operates, how our integrated approach actually works and how we have helped our clients build lives they're proud of.
Testimonials
Behind every financial plan is a person looking to protect and build a life for themselves and their family.
Most of our clients have been with us for years; allowing us to build trusted relationships whilst helping them with their day-to-day business or with building their financial future. For many, we have seen their priorities change as they move through different stages of life; achieving goals and setting new ones. We're proud to have supported them with each new chapter of their financial journey and help them make it count.
Discover what our clients have to say about their experience with us.
Everything is handled efficiently, deadlines are consistently met, and communication is clear without being overwhelming.
Luke K Ho
Berrigan Drive Pharmacy
Since transferring our business to Ballast, we have found a true partner who values and is actively involved in supporting our business.
Colin Reay
Attigo Consulting Pty Ltd
We have trusted the Ballast team with our SMSF for over 20 years. The team’s skillset is exceptional, they are professional, approachable & a pleasure to deal with.
Jo & Peter Henderson
SMSF
The team I have dealt with are professional, diligent & prompt. I would fully recommend Ballast to anyone looking for a Superannuation manager.”
Jim Rodgers
SMSF
We have always found staff are very knowledgeable and have provided us with excellent advice.
Evan & Tammy Standley
SMSF
Ballast feels like part of our extended team. They are reliable & always willing to provide guidance.
Luke Badger
TBG
I owe my entire financial plan and current wealth to the advice and help they've provided along the way.
Tom Gregory
Future Medical
They have taken the mystery out of setting up an SMSF and explained the process to us clearly.
Gordon & Angela
SMSF
The financial advice given by Ballast has been good & professional & consequently our Super Fund has grown to be far bigger than we ever envisaged.
Dave Hodson
SMSF
The team have provided quality recommendations and advice, so much so that my grown children are also using the company as well.
Quentin Granger
SMSF
Setting up my SMSF was made easy by Ballast, and its administration has run seamlessly and painlessly ever since.
Martin Davies
SMSF
Steady growth has been maintained on my superannuation and their recommendations have always been accepted.
David Glynn
SMSF