“Most of us live our lives by accident - we live it as it happens.

Fulfillment comes when we live our lives on purpose.”

(Simon Sinek)

At Ballingers, we appreciate and value what is important in your life. We encourage you to enjoy the journey whilst we focus on the things necessary to secure you and your family’s financial future.

Our areas of expertise.

  • Medical Specialists

    We have been working with Medical Specialists since 2000 and our most senior adviser, since 1994. Ballinger’s understands the unique tax rules and business structures applicable to Medical Specialists and the distinct requirements they have during their working life and in retirement. We provide proactive guidance on tax structures and planning, asset protection and investment strategies.

  • Business Owners

    Ballinger’s understands the complexity of the cross over between business structures and personal affairs, especially in relation to tax planning and asset protection. We provide strategic advice on debt management, asset protection, wealth structuring, tax planning, business purchase/sale and retirement planning.

  • High Income Earners

    Ballinger’s has been implementing sophisticated wealth management strategies for our high-income clients for over 2 decades. From maximising tax efficiency, transitioning to retirement, estate planning advice, and niche investment opportunities, we are experts in managing our client’s finances so they can focus on enjoying their lifestyle.

  • Self-Managed Super Funds

    We are experts on SMSFs, with our most senior adviser having been working with them since 1988. We have had extensive experience in using SMSFs to acquire business premises and niche investments that are not available in public offer super funds. Our tailored solutions empower our clients to make the most of informed decisions on investment strategies, navigate complex super regulations, and maximise the potential of their SMSFs for a secure and fulfilling retirement.

Reach out for a “get to know us” meeting and a coffee in our beachside office.

Our values.

  • Travel

    We value the experiences (sometimes life changing) and lasting memories that come from stepping into foreign countries and cultures.

  • Family

    We value the precious time we get to spend with our family and be there for them when required.

  • Health

    We value our health as it’s essential to achieving a fulfilling life.

  • Lifestyle

    We value creating balance in life where work integrates seamlessly with family and leisure.

  • Hobbies

    We value time outside of work where we can be creative and pursue the things that we are passionate about.

  • Integrity

    We value speaking the truth and matching our words with actions. When we say we are going to do something, we do it.

  • Contribution

    We value the gift it is to be of service to others, whether it be through our work, family and friends, or philanthropic endeavours.