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Damien Balgera

Balgera Group

Gold
18 Yrs Experience
Stirling, WA 6021

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Balgera Group

Suite 7, Level 2, 49 Cedric St
Stirling, WA 6021

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256