Our vision is to create opportunities for people to enjoy life;
To be a stable presence through adversity and accomplishment;
And to ensure that no path is travelled alone.
Our goal 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.
We provide strategies that diversify and protect our client’s assets and lifestyle using only the best available investments, financial products and services. Our business takes a long-term investment approach and does not take unnecessary risks.
The advisers at Life Balance Financial Professionals have a fiduciary obligation to act in the best interest of our clients as per section 961 B of the Corporations Act 2001 (Cth). We always provide appropriate advice (section 961G), must warn consumers if their advice is based on incomplete or inaccurate information (section 961H) and prioritise their client’s interests and objectives above all else (section 961J).
Please click on the link to our Financial Services Guide (FSG) to learn more about our commitment to providing quality financial services.