The Strategic Advice and Wealth Management services we provide are designed to get your entire Financial House in order. The areas we focus on include:

Investment Management

• Wealth creation & management strategies
• Retirement planning
• Share placement service
• Self-Managed Superannuation Fund reviews
• Tax effective investment planning

Portfolio Management

• Portfolio management service
• Portfolio valuations
• Capital Gains Tax histories
• Transaction monitoring
• Reporting for end of year accounting

Asset Protection

• Life Insurance cover
• Income Protection cover
• Trauma / Total & Permanent Disability cover
• Keyman cover
• Buy / Sell strategies

Other Services Provided

• Accounting & Taxation
• Mortgage refinancing (by referral)
• Self Managed Super Fund Administration
• Salary Packaging

We ensure we understand our clients before we look at the numbers.

Whilst most clients wish to engage Life Balance Financial Professionals for a comprehensive solution, some clients wish to use us for a more limited scope of work.  We are flexible in the scope of our services and work to ensure that whatever our role is we are able to add value to our clients’ situations.