Balance Financial Solutions
Investment Advice & Strategy
Eric the director of the business left one of the corporate financial planning firms after more than 10 years in the industry. Eric wanted to fulfill his dream and start his own business and in 1999 his dream had become a reality. Trading under his personal name for a number of years and in 2005 Balance Financial Solutions was created.
Balance Financial Solutions continued to grow and expanded by creating subsidiary companies over the years including Balance Retirement & Aged Care Specialists, Balance Mortgage Solutions, and Balance Estate Management & Planning. Slowly becoming a one stop shop for all financial needs from investment advice & strategy, risk insurances, superannuation, pensions, retirement planning, retirement village, aged care, and estate management.
Anthony’s torrid love affair with numbers began in school. It blossomed when he left, choosing a career in finance. He began as a paraplanner in 1996 before becoming a Senior Financial Planner with Clearview Wealth in 1999.
Trained and mentored by some of the best in the business, Anthony knows his stuff. But it’s his ability to look beyond the numbers that’s made him one of the most favoured financial planners in Sydney. He saw that in such a tightly regulated industry, too many financial planners became so focused on ticking the boxes they overlooked the specific personal needs of each client.
So, in 2015, Anthony started his own company with the goal, to remove the standard ‘one size fits all’ approach, working closely with each specific client to identify personal goals and strategies. To break down the overwhelm and to remove the taboos around money and talk in simplified terms and concepts that make sense.
It’s this combination of personality; a personal focus and professional planning that’s seen him become the financial planner of choice for clients spanning generations. Anthony’s ability to transcend barriers with strong analytics, a transparent approach and clear communications engages all generations, from Traditionalists (pre-1945) and Baby Boomers through to Gen X and Gen Y.