Ballast Financial Planning Pty Ltd is an Australian owned and operated financial services organization established in 1996. Dedicated to providing integrated wealth management services, Ballast offers a complete suite of financial solutions tailored to match clients’ home and business financial requirements. With a focus on personalized service, Ballast has expanded over the years to include Financial Planning, Superannuation, and Accounting services, all administered centrally for a seamless client experience.
Driven by the philosophy of offering quality products and services, Ballast operates both in-house and through a network of trusted business partners. The company prides itself on the professionalism and ethical behavior of its partners, ensuring that clients receive top-notch financial advice and services. Ballast’s commitment to a personalized approach to business has been instrumental in its success over the years, establishing a strong reputation in the financial services industry.
As a Corporate Authorised Representative of AD Advisory Services Pty Ltd, Ballast Financial Planning Pty Ltd holds Australian Financial Services Licence Number 237058. With a focus on integrated financial solutions and a dedication to meeting clients’ diverse needs, Ballast continues to uphold its reputation as a trusted and reliable partner in wealth management and financial planning services.