Welcome to Life Balance Financial Professionals

Our aim is to ensure each of our clients is financially well organised and has in place a transparent financial strategy that gives them the peace of mind that they are on track to achieve their objectives.

•    Life Balance is an independently owned wealth consulting firm and have our own Australian Financial Services License (No.293050)
•    We specialise in strategic advice, wealth management & accounting services to help our clients achieve their ideal lifestyles
•    For the products we recommend to clients we accept no commissions as we are strictly a “fee for service” practice
•    We work with a limited number of clients to ensure we can add significant value to the overall management of their affairs
•    Our approach is to ensure all our clients can enjoy their wealth

We believe that ensuring our clients are financially well organised involves the following:
•    An intimate understanding of our clients’ challenges, issues & concerns
•    Applying specialised processes that have been developed to adapt our advice to each of our client’s unique situation
•    Documenting a transparent tailored financial strategy that is designed to achieve their articulated financial and lifestyle objectives
•    Identifying how much wealth is enough to sustain their lifestyle
•    Understanding how much risk our clients feel comfortable with, or need to take, in order to achieve their objectives
•    Implementing a framework for making and rejecting investment decisions
•    Acting as a sounding board for day to day issues
•    Regular meetings to ensure our clients remain on track to achieve their goals