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
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 Stirling. 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 Stirling. 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
Damien has been a trusted advisor for my husband and me during our retirement years. My husband passed away six years ago after a long illness, and I came to rely on Damien's sympathetic understanding of our situation. His reliable and honest advice was a great support for me while I was coming to grips with managing our financial affairs. He has a great team, too. I highly recommend the Balgera Group.
- Jean Andersen
We met Damien and the team in approximately 2020 to plan our early retirement. We weren’t sure if this could be possible, but with Damien’s expertise, help and guidance, we did it. We are so grateful and loving our retirement journey. Thank you to everyone at Balgera Group for making this possible.
- Donna and Karen
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
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
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?
Your first meeting will cost $330.00, which will be deducted from your Initial Fee if you proceed with Advice. 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
Balgera Group Pty Ltd is a member of the Financial Advice Association Australia.