We are nationally awarded and, amongst peers and clients, highly respected financial planners and wealth creation professionals.


Learn more about our practice and what we stand for.


Financial Planning – Wealth Creation

Who We Are

We are local. We are professional. We are trustworthy. We provide advice, much of it absolutely critical, to clients who wish to achieve financial goals, objectives and dreams. Our track record proves that we are highly capable, but we most pride ourselves upon our ability to create and maintain fulfilling, successful and happy relationships.

How We Can Help

Listening is always a great place to start. Where are you at? What are your challenges? Where would you ideally like to get to? With this information, we can provide insight, direction and planning to achieve your life goals, wherever you’re at in life.

What to Expect

Peace of mind. You will be dealing with, and receiving advice from, nationally awarded and highly regarded financial planning experts. The bonus is that we are all (fairly) normal human beings, just like you. We will work extremely hard to ensure that you feel comfortable to stay around and become long-term clients and friends.

Get in Touch

We are nothing if not approachable, not to mention flexible. Our offices are easy to get to in central Joondalup, we’ll always pick up the phone or provide a quick response to emails and, if you can’t get to us, we’re more than happy to discuss ways that we can get to you.

We are local. We are professional. We are trustworthy. We provide advice, much of it absolutely critical, to clients who wish to achieve financial goals, objectives and dreams. Our track record proves that we are highly capable, but we most pride ourselves upon our ability to create and maintain fulfilling, successful and happy relationships.

Listening is always a great place to start. Where are you at? What are your challenges? Where would you ideally like to get to? With this information, we can provide insight, direction and planning to achieve your life goals, wherever you’re at in life.

Peace of mind. You will be dealing with, and receiving advice from, nationally awarded and highly regarded financial planning experts. The bonus is that we are all (fairly) normal human beings, just like you. We will work extremely hard to ensure that you feel comfortable to stay around and become long-term clients and friends.

We are nothing if not approachable, not to mention flexible. Our offices are easy to get to in central Joondalup, we’ll always pick up the phone or provide a quick response to emails and, if you can’t get to us, we’re more than happy to discuss ways that we can get to you.

The Journey

Meet and Greet

What matters to you? What's important to you is really important to us. We want to know what your current situation is and what you would like to achieve moving forward.

Analyse and Assess

We review your objectives, your goals and your current financial situation. We then determine what you need to do to achieve your goals and objectives. Internally, we review a range of considerations and strategies to come up with the perfect financial plan for you.

Recommendation

We present you with a unique and perfectly tailored financial plan which includes our strategies and recommendations to help you achieve your goals.

Implementation

If you are satisfied with the plan and advice provided, we will then implement the advice you agree to proceed with and get you moving towards achieving your goals.

Ongoing Review

When you’re a Balgera Group client, we're with you all the way. We review your plan on an ongoing basis to ensure you remain on track to meet all your goals and objectives. We also like to check in – just to make sure your plan continues to meet your needs and, if there have been any changes to your situation or lifestyle, we can adapt to fit in with these changes.

Testimonials

My wife and I approached Damien in order to transition into retirement whilst we were both still employed. Not long after my wife retired and the tragic death of our son, we sought to bring my retirement forward earlier than originally planned. Damien was able to structure our finances in such a way that I could retire comfortably at only 58. We highly recommend Damien’s services and his team. They are always responsive, sensitive and determined to ensure our needs are being met.

- Richard & Diana Linden

I inherited quite a sum of money and was referred to Damien of Balgera Group. On my first visit, all my worries and concerns were taken care of by this awesome, fantastic, diligent, caring, compassionate man!!! I can now indulge in my love of travel knowing that my money is safe and well taken care of. No words could ever thank you enough Damien, you are a legend!!! Forever grateful I will be. P.S. do yourself a favour and go have a visit and a chat with Damien.

- Maxine Taylor

Damien and his team are amazing. Whilst going through a redundancy, Damien guided us through a plan that will secure our financial future. His professionalism and ability to explain future state without the jargon enabled us to make decisions around wealth protection and superannuation that feel secure with a long term view. More importantly, we have total trust in Damien and his team and wish we had engaged his business sooner.

- Jo & Richard Spillane

Damien is a genuine, approachable very nice guy. We have complete confidence in the decisions he makes on our behalf and know we can ring at any time if we have concerns. Our yearly review is never rushed, everything is explained in detail and that is reassuring to us.

- Mick & Sue Conroy

At our initial meeting with Leanne, we were impressed with the respect afforded to both of us in relation to our age and financial position. One of the main reasons for staying with Leanne as our advisor is the personal and professional manner in which we are able to make contact and have a discussion on any real or perceived problems that elderly people may encounter.

- Trevor & Lesley Burgess

Frequently Asked Questions

Q1 What do I need to bring to my first appointment?

Recent payslips and tax returns, a list of assets and approximate values, a list of debts, superannuation statements, and details of any personal insurance policies you have (for example income protection, life insurance, and so on).

Q2 What is the cost of my first consultation?

The first consultation is free. This is an opportunity for you to tell us about yourself, your situation and why you have come to see us. At the end of the first meeting, we will know whether we are a good fit for each other and whether we work together moving forward.

Q3 How long does the first appointment take?

The first consultation usually takes 1-2 hours. This will be determined by the complexity of your situation.

Send Us An Enquiry

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Balgera Group Pty Ltd are registered with the Australian Tax Practitioners Board (Tax [Financial] Advisor 25219364), and are members of the Financial Planning Association of Australia.