We are nationally awarded and, amonst peers and clients, highly respected financial planners and wealth creation professionals.
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.
Expertise
My fees
Our first consultation is $330.
Your initial consultation isn’t just a meet-and-greet — it’s a personalised strategy session designed to deliver clarity, confidence, and direction. In this 60–90 minute appointment, we’ll:
- ✅ Understand your current financial position — including assets, income, superannuation, and goals
- 🧭 Clarify what’s possible — identify opportunities, risks, and priorities that matter to you
- 🛠️ Outline tailored pathways — whether you're looking to build wealth, protect it, or prepare for retirement
- 🤝 Set expectations — explain our advice process, cost structure, and how we can help if you choose to proceed
At a glance
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Adviser status
Gold
- First year providing advice 2007
- Years of experience 18
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Balgera Group
Suite 7, Level 2, 49 Cedric StStirling, WA 6021

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Matrix Planning Solutions Ltd
AFSL 238256
