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.
Matthew is a Certified Financial Planner ® professional, has a Master of Financial Planning who has over 15 years’ experience in providing strategic financial advice. What that means is he has a particular focus on maximising opportunities by utilising various structures, product types and government benefits so that wealth creation, longevity funding for retirement and protecting the family lifestyle can be achieved.
Matthew prioritises listening. He seeks to understand your lifestyle goals and then tailor’s strategies and investments particular to your unique set of circumstances. These strategies draw from a background in superannuation, retirement planning, investments including themes such as, tax and social security.
Matthew has worked for some of Australia’s largest financial institutions. He is now based in our Bella Vista office and looks forward to helping you improve your financial situation. He derives great satisfaction in providing people the peace of mind that comes from knowing they are making the most of their opportunities to provide a more certain financial future.
Give Matthew a call today to see how he might help you.