Our aim at Life Balance is to ensure that each of our clients receives world class financial service that leaves them feeling well organised and understanding of how to achieve their financial objectives.
An organised, transparent financial strategy is the key to minimising stress and maximising results.
We strive to ensure that each of our clients are financially organised and have a transparent financial strategy. We establish goals and achieve objectives, working towards providing our clients with peace of mind in their financial lives while achieving the best outcomes possible.
Our client relationship is a partnership.
We believe that our client’s wealth should be enjoyed and nurtured and it is our ambition to provide the right balance. Everyone is different, therefore every approach should be different. We work together with you to ensure that you are receiving the right advice.
We believe that you deserve to be able to choose your own destiny.
We believe that all people should be able to make informed decisions about their finances free from institutional bias. As an independently owned practice, our planners have access to nearly all quality financial products and services at wholesale prices. We do not accept incentives in exchange for recommending products.
About Life Balance
Founded in 1987 and renamed Life Balance Financial Professionals in 2005, we have been providing our clients with professional financial advice for over 29 years. We provide strategic financial advice and provide a range of wealth management services.
Life Balance Financial Professionals has its own Australian Financial Services License (No.293050). We specialise in providing financial advice & wealth management services to help our clients achieve their ideal lifestyles.