In our humble opinion, you deserve to receive the service that you pay for. Our Certified Financial Planner (CFP) qualified advisers have been providing fee for service financial advice for over 25 years.
We are family.
As a family owned and operated business Life Balance offers a personal, warm, and professional financial planning experience that is hard to find anywhere else. Whenever you pick up the phone to call our office, you will always speak to a familiar voice.
No fees until you decide that we are the right fit.
We offer our services with no upfront or hidden fees, meaning that you can discover whether our financial advice is going to be right for you without having to pay a cent.
Contact us at any time.
Our office hours are 8.30 am to 5.00 pm Monday to Friday, but you may reach any of us via email or on our personal numbers at any time. Our office number is (07) 3227 1561.
City offices with easy client access.
Our offices are conveniently located in Brisbane’s Fortitude Valley, with free 3-hour underground parking right next door at the Home Maker Center.
Life Balance Financial Professionals Pty Ltd is a boutique financial planning firm based in Brisbane’s Fortitude Valley Australian Financial Services Licence (AFSL) 29 30 50. Two financial planning firms operate under the AFSL; Life Balance Financial Professionals and SALA Financial Services.
This practice is a member of the “Association of Independently Owned Financial Professionals”, which is an association that represents practices who are not affiliated with Banks or Institutions but accepts commissions.
Our senior financial planners are Certified Financial Planners (CFP) qualified and are members of the Financial Planning Association of Australia (FPA) and Association of Independently Owned Financial Professionals (AIOFP). Our Approved Products List is provided to us by the AIOFP Filtered Research Committee. Life Balance Financial Professionals is regulated by the Australian Securities & Investments Commission. Our Australian Business Number (ABN) is 45 115 652 572.