Terms and Conditions

 

The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).

Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Matrix Planning Solutions Limited disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward looking statements. Past performance is not an indication of future performance. Balgera Group Pty Ltd ABN 17 603 960 158 is a Corporate Authorised Representative (No. 001006754) of Matrix Planning Solutions ABN 45 087 470 200 AFSL & ACL 238256.

 

 

Privacy Policy

 

We respect your privacy and are committed to ensure that any Personal Information we collect about you is handled in accordance with the provisions of the Privacy Act 1988 and the Australian Privacy Principles and any other applicable privacy related laws. Further information on how we handle your personal information is explained in our Matrix Privacy Policy which can be accessed here.

 

Website Content

The materials displayed on this site including without limitation all information, text, materials, graphics, software, advertisements, names, logos and trademarks (if any) on this site (Content) are protected by copyright, trademark and other intellectual property laws unless expressly indicated otherwise. You must not modify, copy, reproduce, republish, frame, upload to a third party, post, transmit or distribute this content in any way except as expressly authorised in writing by us or Matrix Planning Solutions Limited. You may view this site using your web browser and save an electronic copy, or print out a copy, of parts of this website solely for your own information, research or study, but only if you keep all content intact and in the same form as presented on this site (including without limitation all copyright, trademark and other proprietary notices and all advertisements). You must not use this site or the information on this site in any manner or for any purpose which is unlawful or in any manner which violates any of our rights or the rights of Matrix Planning Solutions Limited.

 

Advertising and Links to Other Websites

This site contains links to third party sites. These linked websites are not under our control or the control of Matrix Planning Solutions Limited (Matrix) and neither we nor Matrix is not responsible for the content of any linked website or any hyperlink contained in a linked website. Matrix provides these hyperlinks to you as convenience only and the inclusion of any link does not imply any endorsement of the linked website by us or Matrix. A link made to any such website is entirely at your own risk.

The information on this website is provided for Australian residents only, and where indicated, may be limited to specific states and territories of Australia. The law applicable to Western Australia will apply to this website unless other states or territories are expressly provided.

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

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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.