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.


Meet the Team

Director & Financial Planner AFP ADFP (FS)

Damien Balgera

Damien’s credentials as an elite Financial Planner and Director not only add weight to our group’s profile, it reassures clients that they are in the most capable of hands. Career highlights include Commonwealth Financial Planning’s National gong for ‘Excellence in Advice and Customer Service’, the National ‘Rising Star of the Year’ Award and, most recently, ‘National Practice of the Year’. A passionate family man, his wife and colleague, Anthea, have four children and two dogs - also featured on this site. Relaxing for Damien is either playing sport or following it, with an emphasis on his beloved Carlton Blues.

Client Services Manager

Anthea Balgera

Anthea is first and foremost a ‘people person’. Her professional career has been dominated by ‘customer facing’ roles, a background that makes her a fantastic Client Services Manager within Balgera Group. It is important that clients receive optimum value with the financial advice we provide, and equally important that human experience and personal service mirrors that value. Outside of work, with Damien she is happily raising four beautiful children, is passionate about travelling, hiking and yoga.

Practice Manager

Shelley Caporn

Shelley is the newest addition to Balgera Group. She joined our team after working as the Senior Accounts Payable Officer at a mining company. Shelley is the mother of two beautiful young adults, which she rates as her highest achievement. As Anthea’s sister, she is not just a member of our team but also the family. Shelley is our resident vegan, and hand in hand with that, has an interest in ethical investing.

Financial Planner Assistant BA (Journalism)

Lennon Matthews-Rowell

Lennon is currently in his professional supervision year and on his way to becoming a Financial Planner. With an undergraduate degree in Journalism, he is in the last stages of a Graduate Diploma in Financial Planning through Griffith University. Lennon volunteers some of his time advocating against financial abuse. He is a Scarborough boy, often attending gigs and loves walking his dog, Bowie.

Tippy Balgera

Security and Mental Health PhD Fluff

Tippy Balgera

Tippy is not your ‘tippical’ finance hound, however, his skills in the area of happiness, health and all-round prosperity are unparalleled and unwavering. A favourite with our clients and the Balgera family, Tippy’s role varies on a day-to-day basis between the dramatic highs of client welcomes and the negative energy lows of simply being asleep.

Security and Mental Health Apprentice

Rosie Balgera

Rosie is new to the Balgera Group Team and is currently undertaking her apprenticeship under the watchful eye of Tippy. Don’t let her age deceive you, she is full of attitude and does not suffer fools. In her spare time, Rosie likes a good midday snooze after a long walk on the beach.

Our Expertise

Our business is really quite unique. We are a highly credentialled group, led by recognised financial planners who could sit comfortably on the top floor of many a city skyscraper, and consult to the rich and famous – but choose not to. Balgera Group is deliberately compact and definitively down to earth. We provide cutting edge, expert financial advice to clients that value results and enjoy personal, friendly and honest service.

We predominantly deal with clients that are planning for their retirement. This is a significant event in people's lives, and we assist by getting a clear understanding of their current position and then working with them to come up with a plan to ensure they can not only retire when they want to, but do so comfortably.

What We Stand For

Our job is to help our clients achieve financial success and realise their dreams. We stand for doing it in a way that is ethical, responsible and collaborative. Our approach is friendly, our attention to detail is absolute and, based purely upon the above, the majority of our clients are long term.

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

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.