Welcome

The future isn’t something you wait for.
It is something you plan for.

Our team collaborates with you to create financial strategies that grow with your goals, giving you peace of mind today and confidence for tomorrow.

Meet Our Team

  • Alex O`Loughlin

    Director & Senior Adviser

  • Jordan Myers

    Director & Senior Adviser

  • Sam Glohe

    Financial Adviser

  • Andrew Lindner

    Senior Portfolio Manager

  • Blake Picton

    Blake Picton

    Client Service Manager

  • Jayne Connolly

    Client Service Manager

  • Steve Ballinger

    Director & Senior Adviser

  • Gemma Ryan

    Office Manager / Client Service Manager

Contact us for a relaxed discussion on how we can help you.

  • "This year marks 10 years of comfortable, worry-free retirement for us. We have been able to live comfortably, see the world and lots of Aus. and basically live a worry-free retirement. Thanks!"

    Peter M (Jan 2025)

  • “Steve’s more active than our previous advisers in finding out what’s going on in the business world, and that shows.”

    John B

  • "They have been honest and reliable guardians of our finances for decades. They have never taken any risks or done anything with our investments without checking with us. Our financial position has steadily improved under their guidance, such that we have become secure and comfortable in retirement. Available for questions - however random whenever we need. Good worldly view of life beyond money and what matters to people - a practical approach to money enjoyment as well as preserving. Lovely team and well lead. Fabulous office views."

    Dr Jennie B (Feb 2024)

  • “Ballingers are a small company, and that’s a good thing. I’ve always been happy with the service. It’s a very personal service and you know who you’re dealing with.”

    Liane

  • “In my own business, I work with a great many high quality financial advisers but it’s Ballingers I turn to for personal advice and the firm I recommend to friends and family in the Hunter. They have provided critical strategic and investment advice to my extended family for years and supported us through many life stages and events. They don’t just give good advice, they also take all the worry away when it comes to implementing it and following through to make sure it achieves what we set out to do. Steve has built a team of people who definitely reflect his quality standards and values. That says a lot about him as a person quite apart from his skills as a financial adviser.”

    Meg H (July 2023)

  • "Thank you so much for your usual prompt attention to one of my many requests. I feel so blessed to have you looking after my financial needs. I know for sure that I would have been bankrupt years ago if I didn't have you looking after things. I think you are wonderful and I do appreciate you. Sincere thanks."

    Judy

  • "Many thanks for all your help. I think you'd be a great counsellor for the old and mentally deranged! Yours geriatrically."

    Andy